Appears On
Episode Appearances
Better Offline · Jan 28, 2026
AI Is Worse Than The Dot Com Bubble: Part Two
“Portfolio manager; January 2025 analysis showing Magnificent Seven accounted for 47.87% of Russell 1000 returns in 2024”
AI Bubble Economics and Valuation RiskNvidia Dependency and Market ConcentrationGPU Infrastructure Depreciation and Obsolescence
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