John Mihaljevic
@mihaljevic • 15,005 subscribers
Author of The Manual of Ideas. Editor of https://t.co/aINdkfcd3y. Host of the Latticework summit, Ideaweek, and Zurich Project. Chairman of MOI Global @manualofideas.
Videos
The clearest 11 minutes I have heard on why the AI capex boom may not pay off. Christopher Bloomstran at the Zurich Project on the depreciation wall, ~$650B of off-balance-sheet SPV debt, and the circular financing between Nvidia, OpenAI, and the hyperscalers.
John Mihaljevic280,441 Aufrufe • vor 2 Monaten
The mental model behind Mohnish Pabrai's coal thesis is powerful.
John Mihaljevic151,854 Aufrufe • vor 1 Jahr
Two weeks on, I am still thinking about Christopher Tsai's (Christopher Tsai) Zurich Project 2026 fireside chat. He has rebuilt value investing theory for the AI era, where the economic castle becomes intelligence itself, sold as digital labor. Take a listen.
John Mihaljevic11,461 Aufrufe • vor 2 Monaten
Keine weiteren Inhalte verfügbar