Invented Telebell; predecessor to Ring ‘88. Launched 1st PC Predictive Dialer Europe '99. Google Partner '02. Last place Good Judgment Project. Searching. #AI
“Bloomberg Intelligence estimates that companies will spend around $5 trillion on capital expenditure for AI over the next five years, much of which will come from debt.”
“The big US tech firms known as hyperscalers have sold more than $155 billion of unsecured bonds globally, already up more than 45% from their entire issuance last year, according to a May 21 report by Barclays.”
“I have what I call an iron prescription that helps me keep sane when I naturally drift toward preferring one ideology over another. And that is I say ‘I’m not entitled to have an opinion on this subject unless I can state the arguments against my position better than the people do who are supporting it.’ I think only when I reach that stage am I qualified to speak.”
Charlie Munger