Episode 1009: The AI Boom Is About to Turn. CoreWeave’s Growth Has a Catch. Uber to $1 Trillion
The Shkreli PillShow Notes
In this episode, Martin discusses why he believes the current AI investment boom may be approaching an important turning point and examines the risks behind increasingly aggressive infrastructure spending. He analyzes CoreWeave’s rapid growth and explains the potential catch behind its expansion, including capital intensity and the sustainability of AI compute demand. Martin also explores Uber’s long-term potential and the conditions that could eventually support a $1 trillion valuation.
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