“Because the price is high, it's consistent with things…” — Capital Allocators – Inside the Institutional Investment Industry at 8:43
“Because the price is high, it's consistent with things going really well. When the price is high, you always recoil. Part of you needs to say something like AI is going to work. Ten years from now, we'll be in a world we won't recognize. It may not be the case. That's possible. Maybe only half”
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