Show Notes
Dave on the real question nobody wants to ask about AI valuations in public versus private markets Some of the worst performing sectors over the last month are AI infrastructure companies, the ones with pole position to monetize that $7 trillion buildout. Explain the rationality of that. The question nobody wants to ask is, is that money going to happen? Are people going to make these investments? Almost certainly yes. The harder question is whether OpenAI, xAI, and Anthropic will make the money the private market is valuing them at. #AI #Markets #Investing #Macro #Tech
