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Long-form 2026-09-20 · 05:20 ET
MiB — Glen Kacher: AI boom is catch-up, not overbuild
Light Street CIO on AI5 semis concentration, NVDA ~85% share, demand ahead of supply, 10–20y stack cycle, agents→~5× tokens; DC politics as education risk.
asr Masters in Business · Light Street Capital · NVIDIA · AMD
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Glen Kacher

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MiB — Glen Kacher: AI boom is catch-up, not overbuild
Light Street CIO on AI5 semis concentration, NVDA ~85% share, demand ahead of supply, 10–20y stack cycle, agents→~5× tokens; DC politics as education risk.
Sun, 20 Sept 2026 · 05:20 ET Long-form asr