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Travis Kavulla
interview on Odd Lots
Books, people, and resources mentioned in this episode.

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

How to Make Money From the Booming Demand for Energy

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How CoreWeave Sees the Market for Compute Right Now

Jasmine Sun on What the AI Industry Got Wrong About the Public Backlash

Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
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