We expect another major wave of AI CapEx as interest rates come down and AI advancement progresses.



In fact, just under 50% of US GDP growth is now attributable to tech CapEx.

While it may seem like AI has been around for a while, we believe it's still incredibly early.
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ChainProspectorvip
· 22h ago
The money has all gone into AI.
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MidnightSnapHuntervip
· 09-18 18:00
It's still early; the next ten years will all be about AI.
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BearMarketSurvivorvip
· 09-18 17:57
Cash capability is the biggest player of AI.
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MEV_Whisperervip
· 09-18 17:57
The money is still burning, everything is still early.
View OriginalReply0
LiquidatedAgainvip
· 09-18 17:54
buy the dip AI really is me who died early
View OriginalReply0
MysteryBoxAddictvip
· 09-18 17:53
play people for suckers first and then talk
View OriginalReply0
LightningLadyvip
· 09-18 17:48
AI has just started playing.
View OriginalReply0
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