Plus Gavin Baker pressure-tests the AI selloff and GPU prices going vertical, Michael Green on how leverage blew up Aschenbrenner's fund, and James Daunt on Barnes & Noble's turnaround and more.
Peak AI, the Gold Rush, and a $1.65T Debt…
Plus Gavin Baker pressure-tests the AI selloff and GPU prices going vertical, Michael Green on how leverage blew up Aschenbrenner's fund, and James Daunt on Barnes & Noble's turnaround and more.