👀AI Investor Blitz-Debatte datacenter, NVDA, META, GOOG, AAPL, MSFT, SK Hynix, Speicher, Roboter, "Lifecording", Open Source, Wartungs-Capex, Rückgang von SaaS, Anduril + mehr... -Brad Gerstner (Altimeter) -Andrew Homan (Maverick) -Josh Wolfe (Lux) -Chase Coleman (Tiger)