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Niles: AI Trade Faces Repricing Amid Data Center Risks

Niles Investment Management Founder Dan Niles says the AI trade is entering a tougher phase as US data-center constraints, falling token prices and higher funding costs force investors to reassess valuations. He speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)

We haven't written up this one. Bloomberg has the full story — the link below goes straight to it.

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What is your role in your agentic setup?

A few weeks ago I wrote about how I stopped coding and started orchestrating. Ten terminal tabs, three startups, me pressing Enter all day.

  • The author shifted from orchestrator to educator in their agentic setup.
  • They drew inspiration from Adler's psychology, emphasizing education over task delegation.
  • The author implemented a knowledge sharing system for AI agents to become autonomous.

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