-why compute futures won't take off
-Corweave deep dive & intra-AI opportunities
-why I am still bullish AF the broader market
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👇
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