Our goal with The Daily Brief is to simplify the biggest stories in the Indian markets and help you understand what they mean.
https://open.substack.com/pub/abhinavmishra/p/amagi-ipo-zomato-moment-or-zomato
is AI in a bubble right now? could you write more about the circular financing deals of Big Tech?
Hi Pooran, we explained the circular financing deals of Big Tech in our previous piece to some degree: https://thedailybrief.zerodha.com/i/179933315/the-shaky-blocks-in-ais-jenga-stack
AI is exhibiting many bubble-like dynamics, yes, but there are certain unique features to the investment wave that make it more fragile.
https://open.substack.com/pub/abhinavmishra/p/amagi-ipo-zomato-moment-or-zomato
is AI in a bubble right now? could you write more about the circular financing deals of Big Tech?
Hi Pooran, we explained the circular financing deals of Big Tech in our previous piece to some degree: https://thedailybrief.zerodha.com/i/179933315/the-shaky-blocks-in-ais-jenga-stack
AI is exhibiting many bubble-like dynamics, yes, but there are certain unique features to the investment wave that make it more fragile.