Brett Winton: @FordPerfect11 我们现在正在努力 2022 但人工智能的发展速度更快 和电动汽车一样 这表明??也是如此 对资产负债表更为敏感的行业受到挤压 而所有的消费互联网都处于近期的动荡之中 就像 [咳嗽] 加密货币一样 但我们预测一个商业周期是有原因的

原推：@FordPerfect11 we are working on 2022 now

But AI is moving faster

As are EVs

Which suggests ?? is as well

The more balance-sheet sensitive sectors have been pinched

And all of consumer internet is in near-term turmoil

As is [cough] crypto

But there’s a reason we forecast over a business cycle
https://twitter.com/wintonARK/status/1590535710670393344