This show with @AravSrinivas is one of the best we have done. - The biggest problem today is power. - We will see large resistance to data centre buildout continue. - Micron will be worth more than Meta. - Export controls have helped China. - Monitoring token budgets is BS and only for losing companies. How is that for spice? I have added my notes from the discussion below but such a special show to do with Aravind in London. 1. Are Agents the End of the Internet Advertising Model? AI…