AI bears, I have an offer:
I'm willing to debate anyone on AI, on any channel, in any format, at any time.
I'd specifically love to debate $NVDA, $NBIS, OpenAI, or Anthropic, but I'm open to discussing any part of the AI landscape.
My position is simple: I don't think ANY of those four companies are overvalued. I think they're all undervalued.
Topics I'd especially love to discuss:
1/ Is AI generating enough ROI for customers?
2/ Are we in an AI bubble?
3/ Is AI infrastructure being overbuilt?
4/ How does AI demand compare to the supply coming online?
5/ Will falling inference costs hurt or accelerate demand?
6/ US vs. China: who wins the AI race?
You can choose the setup, format, moderator, and conditions.
My only condition: I get to record the full conversation too, so neither side can selectively cut or edit it afterward.
Right now, AI bulls and bears mostly speak to their own audiences and their own books. There's surprisingly little actual debate between the two sides.
Let's change that.
My preferred format would be a friendly, calm, long-form podcast where both sides actually listen, challenge each other's assumptions, and try to understand where the disagreement comes from, rather than just trying to score points.
If you're bearish on AI and think the bulls are wrong, let's talk.
DMs are open :)
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