AI
Discussion focused on whether AI’s investment boom can justify its capital intensity and valuations. Shanghai Macro Strategist identified monetisation failure and cheaper Chinese AI as the two main risks to the rally 10, while also warning that frontier-model price competition could commoditise services and pressure revenues 13. Other commentary highlighted physical bottlenecks in memory and GPUs, which may constrain data-centre expansion but strengthen hyperscalers’ cloud pricing power 3, and AI’s broader deflationary and employment effects 17.
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- SMShanghai Macro StrategistStrongly bullish The physical AI revolution is coming and Chinese supply chains sit at its heart. “Chinese supply chains sit at the heart of the physical AI revolution” Open the post I firmly believe that China will eventually have… · 9 Jun
1 bullish
Mentions
18 in June 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Max Wiethe 7 mentions
- Shanghai Macro Strategist 5 mentions
- Peter Berezin 3 mentions
- Jeffrey Gundlach 1 mention
- Luke Gromen 1 mention
- Yuto 1 mention
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