X @Anthony Pompliano πͺ
Anthony Pompliano πͺΒ·2025-11-13 15:33
AI Market Overview - The AI trade is still in its early stages [1] - The conversation contains unique data and insights not found elsewhere [1] Investment and Financial Aspects - Hyperscalers are using leverage and debt in the AI sector [1] - Discussion includes Michael Burry's bearish bet on the market [1] - Private markets play a role in AI [1] - Under-appreciated risks exist for investors in the AI space [1] Economic and Social Impact - AI's impact on the K-shape economy is being discussed [1] - There is uncertainty in jobs due to AI [1] Geopolitical Considerations - Geopolitics play a role in the AI race [1]