AI
Discussion centred on whether AI’s transformative technology can generate adequate investment returns. Bears focused on extreme capex, debt, circular financing, uncertain depreciation and possible commoditisation by cheaper open-weight or Chinese models 1417192941, while others argued that cheaper models could expand demand for chips, infrastructure and applications 3738. The sector’s correction and crowded positioning remained important, although some saw the sell-off as a cleansing event rather than the end of the bull market 3642.
Where the voices land
Nobody took a position in august 2026.
Mentions
77 in August 2026Stories it travels in
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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
- Jordi Visser 18 mentions
- jeroen blokland 7 mentions
- Jack Farley 5 mentions
- Jurrien Timmer 5 mentions
- Max Wiethe 4 mentions
- GoldRepublic Global 3 mentions
- Gary Bohm 3 mentions
- Joseph Wang 3 mentions
See what your own voices say about AI, every morning.
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