The Valuation Game of AI

from Capital Compounders · host Capital Compounder

The companies at the center of AI race are starting to look less like software firms and more like a mix of utilities, defense contractors, and financial assets. The amount of money flowing into AI infrastructure right now is enormous, and honestly, pa...

Episode metadata supplied by the publisher feed · Published May 31, 2026

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The Valuation Game of AI

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