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Sherman: AI Buildout Doesn't Pencil Out Yet
A manager perspective for wealth professionals following how AI investment narratives and financing structures are being discussed.
Summary
By our deskJeffrey Sherman discusses whether the AI build-out adds up. He focuses on circular financing and argues that circular financing itself is less the problem than the weakest link within it.
- Sherman examines whether the AI build-out adds up.
- The discussion covers circular financing.
- Sherman says circular financing is not the problem so much as the weakest link in it.
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