
newsApr 28, 20266:33pending
Charles’ Take: Gearing Up for Blockbuster IPOS
About this episode
Charles is joined by Brendan Ahern, Chief Investment Officer at KraneShares, to discuss the massive revenue efficiency of private AI firms like Anthropic and OpenAI, Micron’s explosive growth as a key player in AI infrastructure, and a potential geopolitical breakthrough regarding Iran reopening the Strait of Hormuz.
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