OpenAI & Google's Revenge
Description
(02:03 ) AI Demand Meets the Reality of Chip Economics
(08:03 ) The Funding Problem Nobody Wants to Talk About
(17:54 ) Why Defense Tech Attracts Private Capital First
(22:50 ) What the Macro Backdrop Means for Investors
(32:08 ) When Valuations Create Real Opportunity
(32:35 ) Utilities The Trade Most Portfolios Underweight
(33:46 ) Why Portfolio Theory Still Matters in Volatile Markets
(35:01 ) Buffett’s Low-Risk Playbook in Action
(36:39 ) CoreWeave, Oracle, and the Real AI Infrastructure Trade
(40:08 ) Where Consumer Pressure Is Showing Up
(42:02 ) Healthcare Demand That Holds Through Cycles
(44:21 ) Why Going Against Consensus Still Works
(46:36 ) Coupang A Quality Business Left Behind
(51:50 ) What Digital Assets Reveal About Risk Appetite
(55:55 ) What to Watch Next
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