If US tech companies are competing against each other in a race to build data centers and accumulate chips, then they cannot all be winners because you need winners and losers in competition, making it unlikely they will all achieve superior AI-based returns.
causalpending
Speaker
Louis GaveEvidence Quote
“although the odds that they're all right at the same time seems low. Um because, you know, you need you still need winners and losers.”
Source
The Bull Case for China: The Best Opportunity Right Now? | Louis Gave— The Master Investor Podcast with Wilfred FrostCreated: 8/12/2026, 6:22:54 PM
My Notes
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