Videos & Podcasts
August 11, 2026

Buying the Picks and Shovels of the AI Buildout

AI hyperscalers may ultimately become highly profitable, but investors face increasing uncertainty around debt costs, chip depreciation, resource shortages, power constraints, and high valuations.

Jeff again highlights our approach of investing in the resources and infrastructure that AI companies need, and why we believe that infrastructure suppliers(a.k.a. the picks and shovels) may offer a better way to benefit from the AI buildout.

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