AI Innovation Isn't Slowing Down, Theory's Tunguz Says

Let's start with what you've been writing about the debt issuance, the worries that you have about Oracle and the basically businesses able to afford the have a structure build out. That's right. One of the big drivers of US GDP growth in the last year has really been the data center buildout, about 1%, 1.6% of U.S. GDP.Probably 3% next year. It's funded a lot by debt, about 60 to 70% of it. Okay.Funded by debt. How does you as a VC backer, someone who's found unicorns out, who keep striking gold. How does ...