GoldFix

GoldFix

Share this post

GoldFix
GoldFix
BOA: Is US exceptionalism over?

BOA: Is US exceptionalism over?

The DeepSeek Question

VBL's avatar
VBL
Feb 22, 2025
∙ Paid
1

Share this post

GoldFix
GoldFix
BOA: Is US exceptionalism over?
Share

BOA’s Savita Subramanian asks ans answers the following:

  • Has US exceptionalism peaked?

  • Is US exceptionalism over?

  • Can China or any other region unseat US Tech?

  • If you build it, will they come? AI vs. late 90s

  • Is US tech capex intact in 2025?

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 VBL
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share