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The AI Cycle Wall Street Can’t Ignore
Manage episode 521167246 series 3530865
المحتوى المقدم من Krish Palaniappan and Varun Palaniappan, Krish Palaniappan, and Varun Palaniappan. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Krish Palaniappan and Varun Palaniappan, Krish Palaniappan, and Varun Palaniappan أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this conversation, Krish Palaniappan discusses the risks associated with investments in the current market, particularly focusing on the potential for solid investments to weaken and the implications this could have on the broader ecosystem. He raises concerns about the expectations of the investment community and explores the use of AI tools to predict possible market scenarios based on these risks.
Money flows in loops—NVIDIA funds companies that then buy NVIDIA GPUs—creating rapid growth but also heavy dependence. Recent volatility across major players shows how fragile this ecosystem is if any major link weakens.
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