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The AI Cycle Wall Street Can’t Ignore
Manage episode 521167246 series 3530865
Inhalt bereitgestellt von Krish Palaniappan and Varun Palaniappan, Krish Palaniappan, and Varun Palaniappan. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Krish Palaniappan and Varun Palaniappan, Krish Palaniappan, and Varun Palaniappan oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In this conversation, Krish Palaniappan discusses the risks associated with investments in the current market, particularly focusing on the potential for solid investments to weaken and the implications this could have on the broader ecosystem. He raises concerns about the expectations of the investment community and explores the use of AI tools to predict possible market scenarios based on these risks.
Money flows in loops—NVIDIA funds companies that then buy NVIDIA GPUs—creating rapid growth but also heavy dependence. Recent volatility across major players shows how fragile this ecosystem is if any major link weakens.
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