Contextually Aware
What Happens to the S&P 500 When AI Gets Cheaper Faster Than Data Centers Depreciate?
5:28
Luis and Maya dig into the $700B hyperscaler capex bet and why falling AI model prices could leave a third of the S&P 500 mispriced. The math is falsifiable — and the clock is already running.
This episode is in DRAFT and has not been published yet.