The All-In Podcast
@theallinpod
All-In Summit: Brad Gerstner
-- Who’s Paying for AI CapEx?
-- Semis Eat the Nasdaq
-- Not Firing, Just Not Hiring
-- The Gigawatt Gap
++ much more!
(0:00) Welcome @altcap
(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan
(5:07) Can AI revenue pay for the
-- Who’s Paying for AI CapEx?
-- Semis Eat the Nasdaq
-- Not Firing, Just Not Hiring
-- The Gigawatt Gap
++ much more!
(0:00) Welcome @altcap
(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan
(5:07) Can AI revenue pay for the
18:10 35 700