Zortix matched this thesis to Artificial intelligence ETFs as one way for retail investors to get exposure. Not a recommendation.
AI agent addiction as the bull case
The speakers argued that the core bull case for AI infrastructure and software is that users become 'addicted' to running AI agents, creating a persistent demand for tokens and compute.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.