In this new episode,
@jvb_xyz tells
@AviFelman he's been of the “nothing ever happens” mindset for years.
But this week he came back worried — and not about the thing everyone else is worried about.
All that, plus:
• CoreWeave’s Bonds Are In Distress
• The $334B Hole In AI Cash Flow
• Why The Neo Clouds Get Eaten
• Why Compute Futures Never Happen
• $10M A Year Selling Donuts In Iraq
OUT NOW on
@YouTube &
@Spotify👇