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Chapters
00:00 Goldman Sachs Report
00:30 Talking Your Book – VC Philosopher Kings
01:20 Bearish Take – Internet Is Cheap, AI Is Expensive!
05:05 Banker Thinks Technology Doesn’t Get Cheaper
07:20 Bankers Salty They Didn’t Invest In Gen AI
08:40 Bullish Bankers on Gen AI
14:00 Difference Between AI Bubble And Dot.com Bubble
15:40 Why OpenAI Changed AI Economics, API Calls