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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.

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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.

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 Mihaljevic

277,680 次观看 • 20 天前

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.

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 Mihaljevic

11,461 次观看 • 12 天前

The mental model behind Mohnish Pabrai's coal thesis is powerful.

The mental model behind Mohnish Pabrai's coal thesis is powerful.

John Mihaljevic

151,854 次观看 • 1 年前

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