PERSON DIRECTORY
Jonah Van Bourg
Host of 1000x. Jonah Van Bourg appears in 137 indexed conversations across 1000x. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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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.