AI deal announcements
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 6, 2025 by Andrew Feldman · across every show →
Everything said about AI deal announcements, oldest first
Oct 6, 2025
Multi-Billion-Dollar AI Deal Announcements Are Just Options on Future Compute
“I think you should think about sort of these announcements as sort of options on the future. Right. That's really the way to think about it is in an unknown environment, how can I take an option on the future? I don't know if I'll use it all, but I'll pay some…”