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Andrew Feldman
conversational on Odd Lots
Books, people, and resources mentioned in this episode.

How CoreWeave Sees the Market for Compute Right Now

Anjney Midha's Plan to Radically Lower the Price of Compute

How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms

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

Jerry Neumann on the Problem With Investing in AI Right Now

Inside Hudson River Trading's Blistering Token Burn
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