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Michael Barry

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

The Compound and Friends

Episode Appearances

The Compound and Friends

The Compound and Friends · Jul 10, 2026

The Real Ticking Time Bomb with Michael Cembalest

“Conducting research on AI hardware depreciation schedules vs actual useful lives”

US Dollar Reserve Currency Status and StabilityChinese AI Model Competition and Geopolitical StrategyHyperscaler Capital Expenditure Efficiency and ROI