Dr. Tomislav Marinovic
@DrTomsLens
Engineer. Breaking down great businesses and the matrix of AI value creation. Learning to become Neo. Not investment advice.
参加 April 2025
368 フォロー中 7.4K ファン
Antonio: “Wall Street thinks AI CapEx is overbuilt. It’s 10,000× short.”
There’s a case to be made that inference doomers aren’t real and don’t live on this planet.
