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AI capex boom

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 10, 2025 by Sridhar Ramaswamy · across every show →

Everything said about AI capex boom, oldest first

Feb 10, 2025 bearish
Prediction Not checkable as stated
Ramaswamy: The AI Capex Arms Race Will End in a Bursting Bubble
“I mean, with a bubble bursting, as all bubbles do”
Sridhar Ramaswamy Feb 10, 2025 ▶ 39:36 Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings
Nov 13, 2025 bearish
Prediction Open · timeframe Nov 2027
O'Driscoll: Palantir and AI CapEx Will Face a Major Correction Within Two Years
“I think, Michael, it's very hard to imagine a company trading north of a 110, 120 times revenues like Palantir, growing at 50 or 60% last quarter. Great. Amazing quarter. Kicking off cash. It's very hard not to imagine the next two years that doesn't have a si…”
Rory O'Driscoll Nov 13, 2025 ▶ 12:50 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
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