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I recently set out my macro view on the next 24 months of AI. The response was strong and many of you wrote in with questions. In this episode, I build on that analysis and answer your questions.
Some highlights:
(03:36) The biggest AI constraint right now
(10:43) Why mid-2026 is a crucial turning point
(18:41) The market’s reaction to OpenAI’s code red
(20:51) The best strategy for middling powers?
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