FSD: Relationships Matter & Momentum

Podcast: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Ram Ahluwalia

Opublikowano: 2026-08-13

In this FSD episode, titled The Market for Compute Will Clear, Ram records on the drive home after a day of conversations in New York with a group of thoughtful VCs and a private credit investor who came up during the 2008 crisis. He opens on the AI infrastructure trade. CoreWeave rose 18% on the day and doubled its backlog, but the more important signal is the read-through for the rest of the industry: any compute that gets built will find a buyer. A100s manufactured years ago are still being sold, the NVIDIA financing consortium with Blackstone and other large...