hunger games but with forbes 30 under 30

$ANET: Takeaways from JPM Hardware & Semis Access Forum with Arista Networks open.substack.com/pub/shilparedd…

$ANET: Arista Networks Inflection Point Ahead open.substack.com/pub/shilparedd…

$ORCL: In RPO We Trust? Read about the Oracle AI story at tinyurl.com/yccj2d3s

AI Infrastructure Risk Profile open.substack.com/pub/shilparedd…

BG2. AI Bubble or Buildout? $3T CapEx, Stablecoin Boom, and Gurley’s Next Chapter 👊💥 Brad Gerstner Bill Gurley Bg2 Pod (00:00) Intro (02:00) Two Years of BG2 (03:45) Bill Stepping Back to Write His Book (07:00) The AI CapEx Bubble? (13:00) Nvidia’s Investments: Healthy or Hype?

ANET: Supply Constraints Mask Robust Demand open.substack.com/pub/shilparedd…

Got to give it to OpenAI. They know how to respond. AI coding usage is going ballistic, the market is underestimating AI, and the demand at the hyperscalers.