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Michael Sembalist

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Episode Appearances

Capitalisn't · Oct 16, 2025

What Everyone’s Getting Wrong About AI, with Arvind Narayanan

“Cited for data showing AI stocks account for 75% of S&P 500 returns and 90% of capital spending growth”

AI Bubble Risk and Economic ImpactAI Deployment vs. Development SpeedBenchmark Gaming and Real-World AI Performance