AI Is Hiding A Weak Economy, Argues Lyn Alden

Transcript

The issue is that many of the AI companies themselves are not profitable. That's obviously a concern because you can always have very good growth numbers when you're selling $20 bills for $10. We could see the rollover in kind of the for the price and then capex maybe follows by a year or two. If I had to give a base case, it might be something lik... Read More