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AI infrastructure capex

3 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 2, 2024 by Bret Taylor · across every show →

Everything said about AI infrastructure capex, oldest first

Oct 2, 2024 bullish
Opinion
Taylor: AI hyperscalers have an imperative to maintain massive capex spending
“I think these companies have an imperative because of the potential impact of AI to spend and, You know, the capex numbers are mind-boggling, but I probably would do the same thing.”
Bret Taylor Oct 2, 2024 ▶ 38:36 Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
Aug 7, 2025 neutral
Assertion Partly supported
Rory O'Driscoll: AI App Revenue Maxes Out at $30B Against $600B CapEx
“You still add up all the apps revenue, and it probably comes to 25, thirty billion dollars maximum, and the capex to build that is running between four and six hundred billion dollars.”
Rory O'Driscoll Aug 7, 2025 ▶ 58:37 Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
Dec 18, 2025 bearish
Assertion Supported
O'Driscoll: Enterprise AI revenue is $16B vs $400B in CapEx
“End users in the enterprises are spending about fundamental data 15, sixteen billion dollars on AI. And the people who make AI are spending four hundred billion dollars on quote, making AI, right?”
Rory O'Driscoll Dec 18, 2025 ▶ 46:14 Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
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