Jensen Huang is our Andrew Carnegie — but who'll be AI's J.P. Morgan?
kevinnbass · x · 2026-09-29
kevinnbass draws a Gilded Age analogy: Andrew Carnegie sold railroad materials and survived the 1873 panic by buying up competitors — Jensen Huang is our Carnegie. J.P. Morgan consolidated the railroads after the bankruptcies and turned a profit. Who will be AI's J.P. Morgan, the consolidator after the current buildout cycle?
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