The AI Cycle Wall Street Can’t Ignore
Update: 2025-11-25
Description
In this conversation, Krish Palaniappan discusses the risks associated with investments in the current market, particularly focusing on the potential for solid investments to weaken and the implications this could have on the broader ecosystem. He raises concerns about the expectations of the investment community and explores the use of AI tools to predict possible market scenarios based on these risks.
Money flows in loops—NVIDIA funds companies that then buy NVIDIA GPUs—creating rapid growth but also heavy dependence. Recent volatility across major players shows how fragile this ecosystem is if any major link weakens.
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