Dario Perkins
@darioperkins
MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Joined June 2009
2.6K Following 79.3K Followers
Really good thread
The US AI bubble is resting on 3 key assumptions: 1- shortage of compute 2- no roadblocks to the infra rollout and 3- there will be ample financing to support the outlandish capex spend assumptions.
Let’s take these one by one and put it past the Casio stress test.
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