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Open original source ↗Pod! Lightning Round - 25 slides - where we are, where we are going & what needs to be true to keep the AI capex cycle alive! @AltimeterCap 📈🧐
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All-In Summit: Brad Gerstner -- Who’s Paying for AI CapEx? -- Semis Eat the Nasdaq -- Not Firing, Just Not Hiring -- The Gigawatt Gap ++ much more! (0:00) Welcome @altcap (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates
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