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Feb 13, 2026
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LONG
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"The capex for this year that's expected just from the four leading hyperscalers is $600 billion... That's a roughly 2% tailwind to GDP growth right there." While bears focus on debt, the sheer magnitude of AI infrastructure spending by the "Hyperscalers" is creating a productivity boom and economic floor. These companies are not just spending; they are building the utility layer for the next decade of the economy. Long the Hyperscalers (Big Tech) as the primary drivers of the "New Golden Age." AI applications fail to generate ROI to justify the massive capex spend. |
All-In Podcast
Debt Spiral or NEW Golden Age? Super Bowl Ins...
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Feb 13, 2026
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LONG
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"You're seeing a lot of jobs being created in construction, especially non-residential construction. Has to do with the data centers, the AI boom that's going on." The $600B capex spend requires physical infrastructure. This directly benefits engineering, construction, and industrial firms that build the shells and power systems for AI data centers. Long Industrial and Construction sectors exposed to data center build-outs. Regulatory halts on power consumption or a slowdown in AI scaling laws. |
All-In Podcast
Debt Spiral or NEW Golden Age? Super Bowl Ins...
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Jan 31, 2026
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LONG
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Sacks argues that for AI agents (like "Claudebot") to be useful, they need access to personal data. "Google has all my email, my calendar, my documents." While open-source models are rising, the "Context Window" advantage belongs to whoever holds the user's life data. Google is the only major player with the full suite (G-Suite) to integrate an agent seamlessly without security friction. LONG. Google captures the "Personal AI Assistant" market due to data incumbency. Trust/Privacy concerns; Open-source tools finding ways to bypass Google's ecosystem. |
All-In Podcast
ICE Chaos in Minneapolis, Clawdbot Takeover, ...
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Jan 31, 2026
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LONG
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Sacks notes that Trump is forcing NATO countries to increase spending from 3% to 5%. "They're going to have to start investing in those things, buying weapons." European domestic defense production is insufficient. To meet these targets and "keep the US in Europe," EU nations will be forced to buy American hardware. LONG. Direct revenue transfer from EU budgets to US defense primes. Geopolitical de-escalation (unlikely per speaker sentiment). |
All-In Podcast
ICE Chaos in Minneapolis, Clawdbot Takeover, ...
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