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Travis Wofford
conversational on Odd Lots
Books, people, and resources mentioned in this episode.

Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

How CoreWeave Sees the Market for Compute Right Now

How to Make Money From the Booming Demand for Energy

AI Can Tell Us Something About Credit Market Weakness

Travis Kavulla Explains Why Electric Bills Shot Up
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