Is AI Creating A New Commodity Supercycle? (opens in new tab)

During their recent episode, Taylor, Carlisle, and John Love discussed Is AI Creating A New Commodity Supercycle?. Here’s an excerpt from the episode: But yeah, the more parabolic it goes, maybe the sooner we get to that point. As for commodities, yeah, I mean, I’ve got basically a copper behind ... Read More The post first appeared on .