{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Navigating Wealth","title":"The AI Arms Race: Why Most Investors Are Getting It Wrong","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/7ed20870\"></iframe>","width":"100%","height":180,"duration":992,"description":"Is AI a bubble? Tad Fallows and Sriram Gollapalli break down how to invest in AI in 2026 — starting with the warning Warren Buffett gave the tech elite at Sun Valley in July 1999: a transformative industry and a rewarding investment are not the same thing. Eighteen months later the dot-com crash proved him right, and his warning is being repeated today. Ten stocks now make up nearly 40 percent of the S&P 500, and $18 of AI infrastructure spending goes out for every dollar of AI software revenue. The greatest buildout in market history, or the most expensive echo of 1999?\nThis conversation started as a thread inside Long Angle: a member asking whether he'd missed the Anthropic trade. Tad and Sriram follow the AI money through the stack — natural gas and power stocks, data centers, NVIDIA and the revenue-recognition accounting behind chip profits, frontier models and where vendor lock-in lives — and what each of them is buying today. They close with how private investors reach pre-IPO deals like the Anthropic SPV, and the fee traps to check before you invest.\n🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1\nDiscover More From Long Angle\n👉 Blog: https://www.longangle.com/blog\n👉 YouTube: https://www.youtube.com/@NavigatingWealthPodcast\n👉 Beyond Wealth Newsletter: https://langle.co/bwnews\n👉 Research & Studies: https://www.longangle.com/research\n━━━━━━━━━━━━━━━━━━━━\nResources & Links\n👥 Become a Member: https://longangle.com/navigatingwealth\n📤 Get Episode Release Notifications: https://www.longangle.com/navigating-wealth-podcast\n━━━━━━━━━━━━━━━━━━━━\nSocials\n💼 LinkedIn: https://www.linkedin.com/company/long-angle\n🅧 Twitter/X: https://x.com/LongAngleHNW\n📸 Instagram: https://www.instagram.com/longanglehnw/\n📘 Facebook: https://www.facebook.com/longanglehnw\nLong Angle is a private, vetted global community of accomplished entrepreneurs, executives and professionals who have reached meaningful financial milestones and...","thumbnail_url":"https://img.transistorcdn.com/nzGbYWHlgoCy6Gn9GC7xw5zI32Zjq5Y2STboqrIQs4Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80YjY3/NTkzZjNlNjUwMzIx/MDdmOGQ5Y2UxZDFl/NGQ1Yi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}