One can argue that the new year has brought a step-change in what we’re hearing from the brightest minds in the tech space.
Goldman Sachs head of hedge fund coverage, Tony Pasquariello, says this with specific regard to the realization of structural advancement - think automation, robotics, AGI, superintelligence, on and on.
This week’s Stargate announcement has only added to the presumed upside convexity of US tech companies.