AI demand
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 21, 2025 by Rory O'Driscoll · across every show →
Everything said about AI demand, oldest first
Aug 21, 2025 bearish
O'Driscoll: 33% chance AI demand slows and multiples compress within 24 months
“I can contemplate at least a one in three chance that sometime in the next 12, maybe 24 months, that demand slows down just enough that people penciling stuff out to the sky suddenly realize maybe it will taper down. And at that point, a lot of these multiples…”