20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Are we overinvesting in data-center CapEx?
Rory outlines game-theory reasons hyperscalers overinvest and why Oracle may be the weakest link.
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Transcript
