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Bullish on AI stocks?
No. I think they're... I can't think we're wasting trillions of dollars of capital globally. Seriously? Yes. What? Absolutely. I know I'm starting an AI company,
and I'm gonna have to explain what it Okay. You think that we're wasted in in data center build out or or in what way? Like, what are we
wasting money on? It's very... At a very high level. Okay.
We're come... We're coming here from Token twenty forty nine. I have a very special guest today, Arthur Hayes. Thank you
for sitting down with me. Thanks for having me.
It's... I think it's it's fun. You live in Singapore. Obviously, I don't think a lot of intro is needed here, but I do wanna start by asking you a little bit about your background. Sure. So I know that you were born in Detroit, Michigan. Right? Buffalo, New York. Buffalo, Buffalo, New York. Your parents...
I lived in Detroit for a while.
You lit... You lived in Detroit for a while. Your parents worked for General Motors.
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