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EquityCryptoMacroMacro and dollar liquidityAI and productivityAI infrastructure tokens
In this recent webinar, I discuss why the liquidity squeeze that has hit #AI and #crypto will reverse in the next few weeks, something the markets seemed to buy, and why AI is not in a bubble. The 123% increase noted below was in Palantir’s US commercial business last qtr. Watch here: https://t.co/RXBqqcaPsC

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The AI story has just begun. Enterprises may be slow to show productivity gains, but @CathieDWood highlights that AI is flourishing on the consumer side and US commercial business was up 123% last quarter. Fund webinar: https://t.co/oYbqsY4pMF https://t.co/9ual0iKfnI

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