What T. Boone Pickens Would Ask About AI CapEx Authored by Patrick Feeley via Substack, I keep waiting for someone in the AI discussion to talk like an owner. What we get instead is a week of model releases, token counts, and model-lab valuations that look like oil majors, while the harder questions about turbines, interconnect queues, and who answers for the spend sit offstage. That imbalance would have driven T. Boone Pickens up a wall. Boone passed away in Dallas on September 11, 2019. He was 91. He grew up in Holdenville, Oklahoma, worked as a geologist at Phillips… — Continue at ZeroHedge News : Read More
