AI Cracks: Where Do You Hide?
Hyperscalers’ $600–700B data-center spending has largely been priced in, and cracks are shifting attention from AI demand to what AI changes across the real economy.Avi favors short Accenture and long XBI/ARKG while warning that volatile memory proxies are not the same as buying suppliers’ products; Micron earnings and biotech’s 50% drawdown test remain key risks.
How the New Administration Will Impact Crypto, AI & Tech Globally w/ Ben Horowitz & Salim Ismail
Ben HorowitzPeter DiamandisSalim Ismail
Washington’s shift from “complete war with the industry” to “aggressive pro-tech” could release blocked exits and revive crypto development, but Stargate’s quoted $500 million and $500 billion figures remain unclear while energy constrains AI infrastructure.DeepSeek’s roughly 100-times-lower token cost and AI-driven drug design strengthen the case for decentralized innovation, yet founders still need operational discipline, physical trials, and supply chains that remain overwhelmingly Chinese.