All Episodes
AI Data Centers Face Power Bottlenecks, Driving Infrastructure Investment
AI's insatiable power demand creates a critical data center bottleneck, forcing hyperscalers to secure energy directly and creating vast investment opportunities beyond real estate.
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Intel's Speculative Foundry Bet: Government Backing Versus Financial Fundamentals
Intel's advanced chipmaking promises a US manufacturing comeback, but its stock price bets on future foundry success years before profitability.
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AI Commoditization Drives "Next Renaissance" and Identity Crisis
Intelligence is becoming an abundant, low-cost resource, like electricity, promising solutions to global scarcity but challenging human identity beyond work.
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New Retirees Need 3.9% Safe Withdrawal Rate
New retirees face a 3.9% safe withdrawal rate due to low projected returns, demanding flexible spending and lighter equity allocations to navigate sequence of return risk.
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