GoodAlexander & David Choi - USDAI, the Upcoming IPO Bubble & Cheap Chinese AI

Threadguy sits down with Good Alexander and David Choi, the USDAI founder, to unpack why AI capex is dwarfing every prior infrastructure cycle, Chinese open source quietly crushing Claude at 40x cheaper, and Wall Street's $150B rails becoming the second-biggest business in AI. Old Asian women driving crypto flows, privacy coins that can't be killed, the SpaceX IPO as a Trump-coin top, and David's case that the AI-dollar is the new Petrodollar.

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