Excess Returns

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The $2 Trillion Question | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees

Explore episode Jun 20, 2026

It's entirely conceivable that all of this work goes into creating these incredible AI models and all of the value accrues to the consumer and not to the people who create these models.

Tobias Carlisle

The $2 Trillion Question | Tobias Carli…

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