If anyone is curious as to where the markets go next…go look at other sovereign bonds for comparison. I think there is only one way this resolves: the other sovereigns sell off and get higher yields, the US bonds get lower yields and rally…and incidentally, the dollar shortage intensifies.
MiB: Mamoon Hamid, Kleiner Perkins on AI Investing
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This week, I speak with Kleiner Perkins partner Mamoon Hamid. We
discuss Mamoon’s thoughts on the AI revolution and his approach to early AI
investin...
14 hours ago






