Famous for helping build Apple's iPhones, Foxconn just suffered another cyberattack, highlighting the perils of warehousing some of the world's most valuable data.
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Because you have the option to bet on bombs being dropped, on people dying, events that will have huge impacts on real people's lives.
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And in several cases, there's evidence suggesting that the anonymous people who made these bets may have had insider information.
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the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease in 2027 and 2028 as new sources of energy come online, and that orbital compute solves it in the long term. On wafers, he explains what is different this time from the dotcom bubble and why TSMC's capacity decisions may be the single most important variable to watch.
Invest Like the Best with Patrick O'Shaughnessy