The AI ‘bottleneck trade’ has run its course, says this hedge-fund manager and early SpaceX investor (opens original article in a new tab)

The AI 'bottleneck trade' has run its course, according to Gavin Baker, a hedge-fund manager and early SpaceX investor.

• The AI 'bottleneck trade' is winding down according to Gavin Baker
• Altreides Management's managing partner comments on the AI trade
• Gavin Baker is a hedge-fund manager and early SpaceX investor