π₯ Hot Takes Tuesday for 2025-01-21
Two hot takes on stories that caught my eye on Tuesday and a bonus third hot take.
π€ + π° As someone that has seen joint-ventures gone right and wrongβ¦ It was the best of times, it was the worst of times, it was the age ofβ¦
[ checks notes ]
Investing half a $T (!!!) in US AI infrastructure. π€―
https://www.techmeme.com/250121/p26#a250121p26
π€ + π° Speaking of infrastructure, exclusivity can beβ¦ well, expensiveβ¦ so keep it open to other possibilities?
https://www.techmeme.com/250121/p28#a250121p28
π€ + π° Itβs like that old sayingβ¦ If you canβt beat em, take a significant position in them.
https://www.techmeme.com/250122/p2#a250122p2