Brett Winton
@wintonARK · Aug 28, 2026
a surprise I think is coming
the quick payback periods and extraordinarily high IRR for AI infrastructure, even at monumental scale, will push up cost of capital sufficient to push many traditional businesses into the abyss, even those without obvious direct AI counter-exposure
Elon Musk
@elonmusk
💯
05:49 AM · August 29, 2026 · 187.8K views
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