@BillAckman Higher rates aren’t slowing the AI arms race—they’re narrowing the field. Hyperscalers can fund almost anything—their challengers can’t. The Fed may be suppressing demand everywhere else while building bigger moats around AI. Is monetary policy now picking winners?
@MCampbellBooks @ParadeMagazine It always makes me laugh when I think of how I discovered @MCampbellBooks inside the cover of @SenSasse’s book! I’m so thankful for that little mishap. It’s always the Husband 🧐