👀AI Investor snelle debat datacenters, NVDA, META, GOOG, AAPL, MSFT, SK Hynix, Geheugen, Robots, "Lifecording", open source, onderhoud capex, afname van SaaS, Anduril + meer... -Brad Gerstner (Altimeter) -Andrew Homan (Maverick) -Josh Wolfe (Lux) -Chase Coleman (Tiger)