AI ROI Framework is Broken!
Benny & The Squirrel Ep. 68 - Introducing a New Framework to Analyze AI ROI
Episode 68 was recorded at 7pm EST on Sunday 12th July, 2026. Don’t miss this week’s guest show on Thursday. Dave Dredge, CIO of Convex Strategies, and master of volatility markets rejoins us during what promises to be an interesting week up in Japan. Should be a fun episode!
Become a paid subscriber to get full show notes, the episode slide deck, access to my AI Capex Monitor real time website and my Whatsapp channel chat that includes many PMs, traders, and investors alongside my subs as well as LPs where I share a morning summary of the markets, random trades I put on that I find interesting, research, and market color. There is often very interesting discussion that occurs on there among professional investors.
Episode Slide Deck (Below Paywall)
Keep reading with a 7-day free trial
Subscribe to Capital Misallocation to keep reading this post and get 7 days of free access to the full post archives.