AI Is NOT In A Bubble, It Just Needs MORE POWER

Investors keep worrying the AI boom is a bubble, but the data says otherwise. The real issue isn’t overvaluation, it’s infrastructure. More than anything else, we need more electricity to scale AI, and yes, keep the boom going. In this episode, we dive into why AI’s growth is real, but in desperate need of more power.

0:00 Intro
0:40 Scott Bessent soothes the markets
1:52 The US wants to de-risk, not decouple, from China
3:04 Bessent explains why the US is not in recession territory
6:21 More evidence we are NOT in an AI bubble
7:54 AI needs more power
14:26 Jordi Visser explains why Bitcoin is struggling right now

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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at:
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