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Investing in seed-stage AI startups is recommended for those with limited capital, as there are many untapped use cases. For larger investments, data center build-outs are suggested due to the infinite demand for AI.

The cynical take is that we're replicating the Chinese housing bubble, but instead of housing people, we're housing computers. Data center spending accounted for half of GDP growth in 2025. Without this bubble of excitement about AI, we'd be in trouble.

Data centers and the financing of AI infrastructure could lead to economic disruptions if financing outpaces revenue, similar to past telecom and railroad booms.

Investing in data centers is crucial as AI's appetite for computing power is limitless, requiring massive infrastructure including real estate, power, and rare metals.

A crash in the AI sector similar to the 2001 dot-com bust is possible, but it wouldn't be as severe as the 2008 financial crisis since AI doesn't involve as much debt as real estate.

The rise of AI has created new opportunities for capitalists, as technology becomes expensive and requires significant investment.

The shift to internet capital markets is happening alongside AI, transforming how companies are funded and built.

AI is likely to experience a financial bust due to over-financing, similar to past tech bubbles, where the cost of capital becomes unsustainable.

The shift to internet capital markets is happening alongside AI, transforming how companies are built and funded.

Data centers are experiencing a boom similar to past CapEx booms in America, like railroads and telecoms, which could lead to a crash if finance outruns revenue.