Contextually Aware

Luis and Maya dig into the $700B hyperscaler capex bet and why falling AI model prices could leave a third of the S&P 500 mispriced. The math is falsifiable — and the clock is already running.

Show Notes

Luis and Maya dig into the $700B hyperscaler capex bet and why falling AI model prices could leave a third of the S&P 500 mispriced. The math is falsifiable — and the clock is already running.
This episode is in DRAFT and has not been published yet.

What is Contextually Aware?

What product managers can actually build with AI today—and where it still breaks.