Notas del episodio
South Korea's market more than doubled this year on AI chip demand, then fell 44% from its June peak, the worst crash since the GFC.
So Jez and Cam ask the question everyone's quietly thinking: is Korea a special case, or the canary in the coal mine for an AI-inflated market? They get into why the market is pricing certainty on AI when nobody actually has it, the ROI gap nobody wants to talk about, and the one structural reason AI companies might not be worth what SaaS companies were. Not investment advice. Just the filter.
Five minutes. One thing that matters. We ignore the rest, so you can too.
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