Zortix matched this thesis to Artificial intelligence ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
AI demand risk: building for no payers
A bearish risk raised was that the massive AI infrastructure build-out, fueled by heavy borrowing, could be for a technology that end-users ultimately won't pay for or that faces political backlash.
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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.