In 1999, the guiding truth of the internet was that traffic was doubling every quarter. Companies built their business models on that assumption, and order books exploded. Then the real growth…
Jim Chanos — Podcast Appearances & AI Summaries
Jim Chanos has appeared on 3 podcast episodes in our AI-summarized catalog, including Monetary Matters with Jack Farley, Tech Brew Ride Home, The John Johnston Lounge. Every appearance below has a free 5-minute AI summary.
What Jim said
“I've joked with my clients that you want to be long what the chips produce, not where the chips reside.”
— Jim Chanos
“You're an equipment leasing company. You're not a high tech company. You're a finance company in effect.”
— Jim Chanos, on neoclouds
Episode appearances
3 
SpaceX made its Nasdaq debut on Friday with a $1.9 trillion valuation, the largest IPO in history, making Elon Musk the world's first trillionaire. The offering raised $75 billion by pricing 555.6…
Elon Musk has long argued that the best measure of intelligence is the ability to predict the future. In his own words from a recent earnings call: “Probably the right metric for intelligence is…
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