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Rohan Paul@rohanpaul_ai
Cathie Wood (ARK CEO and Chief Investment Officer) sees a bright side in the current shortages of power, chips and data center capacity:
They are forcing efficiency into AI early. In the tech and telecom bubble, money poured in with little discipline and much of it was wasted, and she expects these limits to make this cycle last longer and end with far less fallout.
---- Full video on "ARK Invest" YouTube channel, (link in comment)
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