Jon Gray Rebuts AI Bubble Warnings, Calls Demand ‘Parabolic’
THE SO WHAT
When Blackstone’s president calls AI demand “parabolic,” he’s telegraphing that real-asset and infra capital still sees runway even as public-market bubble talk grows. If you’re raising for compute, power, or data centers, lean into hard-asset narratives — but underwrite your own demand curves, not the hype.
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