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Where they stand
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who gets hurt if AI investment sours. STRENGTH corrected firm->leaning: could-destroy conditional; the same sentence denies a broad public bubble
“it could just destroy a lot of VCs and a lot of funds and a lot of PE”
Nasdaq since this was said: ▲ +0.9% · 25,837 → 26,082 · as of 2026-09-10
hyperscalers funding AI with debt
“they're borrowing hundreds of billions of dollars”
Nasdaq since this was said: ▲ +0.9% · 25,837 → 26,082 · as of 2026-09-10
if efficiency improves, capacity strands. explicitly conditional on the efficiency curve; colorful hyperbole
“there's gonna be a lot of data centers that are gonna be turned into pickle ball courts”
Nasdaq since this was said: ▲ +0.9% · 25,837 → 26,082 · as of 2026-09-10
enterprise reality check. scoped to implementation difficulty; on tape he also says it is gonna be amazing
“AI is a lot harder to implement than anybody expected”
Nasdaq since this was said: ▲ +0.9% · 25,837 → 26,082 · as of 2026-09-10
pushback on white-collar wipeout predictions. the 50%/two-years numbers belong to the predictions he is rebutting, not to Cuban
“Here we are two years later, they said within two years and employment's still growing”
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