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Invest Like The Best· 2026년 10월 27일팟캐스트 · 2명Cliff Sosin: What Remains Valuable When AI Intelligence Gets Cheap게스트 Cliff Sosin · 진행자 Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.InvestingAI StrategyAI cost & performance+2