Dovey "Rug the fiat" Wan (hiring)(@DoveyWan):Been on the slopes for the past two weeks with our capital markets team. Main offsite question: where can we still hide from the AI grey rhino? 🦏 Uncomfortable conclusion: EVERYTHING is one AI trade now - technology, utilities, industrials, real estate, banks, pe/pc/vc. everyone is underwriting assumption: downstream RoI will eventually justify the upstream capex and credit It’s trickle-down economics with GPUs and one dream of AGI, except nothing is trickling down

Dovey "Rug the fiat" Wan (hiring)

@DoveyWan

🇨🇳🇺🇸🇸🇬🇯🇵 Founder of @primitivecrypto Thesis: Long substance, short status; Long freedom, short coercion. @DoveyWanCN for 中文 @DoveyAgeX for max health

Joined October 2011

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Dovey "Rug the fiat" Wan (hiring)@DoveyWan

2026.08.25 14:31

Been on the slopes for the past two weeks with our capital markets team. Main offsite question: where can we still hide from the AI grey rhino? 🦏 Uncomfortable conclusion: EVERYTHING is one AI trade now - technology, utilities, industrials, real estate, banks, pe/pc/vc. everyone is underwriting assumption: downstream RoI will eventually justify the upstream capex and credit It’s trickle-down economics with GPUs and one dream of AGI, except nothing is trickling down