How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi

if you remember, the companies were laying all that cable, then ultimately a lot of them went bankrupt, like WorldCom.

to build out that compute, you need real assets. You need, you know, these, these commodities. You need, like, you know, just one example is for all the semis that need to be built out, you need helium, and helium is being constrained by what's going on with, with Iran