Paul Kedrosky live July 23
@kelsey7fGoing live Thursday July 23 at 12PM ET with Paul Kedrosky, MIT research fellow and venture capitalist. Topics: $700 billion in capex, 12-year debt, 18-month GPUs. Discussing the AI bubble and why he says it breaks catastrophically. Tune in on X or at #MassachusettsInstituteOfTechnology
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