Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

(0:00) Welcome Brad Gerstner!

(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan

(5:07) Can AI revenue pay for the CapEx?

(8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion

(12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates

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