GPU capacity startups
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 21, 2026 by Rory O'Driscoll · across every show →
Everything said about GPU capacity startups, oldest first
May 21, 2026 bearish
O'Driscoll: Passed on seed GPU capacity deal fearing CapEx boom cycle
“I did, to answer the question, Jason, logically, I chickened out. I didn't want to be that marginal capacity three years into the deal, three years into the CapEx boom, but there's a little part of me thinking, Rory, that might be a dumb decision.”