Arthur Hayes
speaker
1,864 appearances
4 recordings
3 series
first heard Jan 2026
last heard 22 Jun
Arthur Hayes’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jan 2026 with 2.
Appearances
It's the same fallacy you thought about cars, right?
Do you give a fuck if you drive a Ford or a BYD?
Give me the BYD, it's cheaper.
Right?
It's just as good, if not better.
So I think,
People have bought into the brand of the USA, but they forget that like the brand value erodes when a customer is faced with a product that's good enough and 1% of the price, which is what, you know, a deep seek or Kimmy model can can deliver.
And so I think these are some of the things that eventually the market will recognize.
I don't know when that is.
And then they'll say, okay, I don't believe that I should be paying this multiple for this company.
Or the executives at these hyperscalers say, I don't believe I'm earning the return I need to earn.
I need to scale back my CapEx projections.
And that's when the whole edifice starts to break.
And you can add on top of that anti-AI politics.
TBD on whether or not that becomes a thing in this election...
I've been reading, you know, different things and some publications that I like to get a mood on what's going on in the U.S.
Unfortunately, for my thesis on sort of Trump turning on AI bros, I still think that the Democrats haven't leaned into this issue enough because they're just bought and paid.
They're just as bought and paid for as Republicans from, you know, big energy companies, AI data center people and all that sort of stuff.
But there's anger there.
I mean, I don't live in the US.
Showing 201–220 of 1,864 · page 11 of 94
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