The more I report it out, the more I tend to believe that the AI collapse wont be a collapse in the classic sense that w | Hanami
The more I report it out, the more I tend to believe that the AI collapse wont be a collapse in the classic sense that we're used to, ie the 2000 meltdown in dotcom stocks like http://Pets.com that takes down EVERY part of the tech sector before the best comes back. This will be more segmented. The @CoreWeave's of the world aka the neoclouds get hammered as financing dries up for all but best in breed; @Meta benefits because its AI push is powered by a diversified biz model that pumps out lots of cash. @SpaceX -- first out of the box -- capitalizes for the same reason and because @elonmusk is brilliant and has already done his IPO. @AnthropicAI and @OpenAI get their financing done, but the markets will pick the winner. @BobSloanS3 and I will discuss all of the above at 4pm edt on the latest edition of "Risk and Return" plus @S3Partners latest data on market positioning and my scoops