No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26

无TAM困扰,债务辩论与国防赤字 7/21/26

The Exchange

2026-07-22

44 分钟
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Bank of America reminds investors that “open source” AI models don’t mean “free,” and that concerns about memory stocks are overblown.  With $77 billion in AI related-debt raised in June, should investors prepare for another credit boom/bust cycle? Plus, the Pentagon asks for $67 billion in immediate funding as the war in Iran drains coffers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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