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Founders & Friends
Michael Monaghan interviews founders, investors, and operators about markets, technology, entrepreneurship, and the ideas shaping the future.
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Adam Parker on the AI Supercycle, NVIDIA and Where Investors Still Have an Edge
Adam Parker sees Nvidia three years four months into a 10-year AI investment cycle, with CUDA’s installed base supporting at least doubled earnings and a possible $10 trillion market cap versus roughly $5.5T.He sees estimates biased low as AI productivity spreads, while physical AI could support US re-industrialization; 700 levered/inverse ETFs and roughly half of options being retail zero-day remain structural volatility risks.