The Big Short – Michael Burry Says It’s the 1999 Bubble All Over Again
He’s Half Right — And Half Wrong in Ways That Matter More.Continue reading on Medium »
ai bubble, Artificial Intelligence, economics, investing, stock-market
Artificial Intelligence, DeepSeek, economics, investing, Technology
DeepSeek V4 Just Broke the Math on $500 Billion in AI Capex
Two game theories, one disruptor, and an investment thesis the frontier labs cannot solve their way out of.Continue reading on Medium »