👀Debat cepat AI Investor pusat data, NVDA, META, GOOG, AAPL, MSFT, SK Hynix, Memori, Robot, "Lifecording", open source, pemeliharaan capex, penurunan SaaS, Anduril + lainnya... -Brad Gerstner (Altimeter) -Andrew Homan (Maverick) -Josh Wolfe (Lux) -Chase Coleman (Harimau)