In this quick bite Jason Boyes from Infratil talks to some tough questions—share price drops, DeepSeek and CDC’s weight in the portfolio. Plus, hear about the importance of clear comms and site visits, and why he's staying patient on AI—even if investors want their Christmas presents early.
This quick bite is from our previous episode 'How much runway does Infratil have?'
For more or to watch on YouTube—check out [http://linktr.ee/sharedlunch
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