Beff Jezos Echoes Thesis: AI Compute Is Becoming an Investable Asset Class
beffjezos · x · 2026-08-12
Prominent AI KOL Beff Jezos quoted an interesting thesis overheard during a marina chat: AI compute is becoming an investable asset class. Jezos noted that whenever people are discussing a topic at the marina, it represents the absolute peak of that field. He mentioned the last time he heard similar talk was during the 'June memory bubble'.
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