Episode Description from the Publisher
Are the data centers actually for LLMs? I have my doubts and our friend @gregisenberg also tells us 30+ observations on the greatest opportunities in AI agents right now. and as always Hedgie gives us some great contentDo you actually think these data centers are for LLMs? https://x.com/HedgieMarkets/status/2054360727767674904https://x.com/gregisenberg/status/2054584280848769413
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