John Mihaljevic
@mihaljevic • 14,934 subscribers
Private investor. Author, The Manual of Ideas. Co-Host @twiii_podcast. Host of Latticework, Ideaweek St. Moritz, The Zurich Project. Chairman @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 Mihaljevic277,680 просмотров • 20 дней назад
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 просмотров • 12 дней назад
The mental model behind Mohnish Pabrai's coal thesis is powerful.
John Mihaljevic151,854 просмотров • 1 год назад
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