Tag: future finance
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Big Tech’s AI buildout is transforming markets. Drawing on the lessons of past capex booms, we offer a playbook for investors. https://www.sparklinecapital.com/post/surviving-the-ai-capex-boom more ›
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with @sambroner @meigga @darenmatsuoka @jneu_net @chrislyons and @rhhackett @smc90 Welcome to our special end-of-year episodes — which also look ahead to 2025 — covering our annual Big Ideas lists, where… more ›