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AI CapEx

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 14, 2025 by Erik Torenberg · across every show →

Everything said about AI CapEx, oldest first

Oct 14, 2025 neutral
Assertion Supported
Torenberg: AI capex spending currently exceeds 1% of GDP
“AI capex is, you know, over one percent of GDP.”
Erik Torenberg Oct 14, 2025 ▶ 45:41 Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
Oct 31, 2025 neutral
Assertion Supported
Torenberg: AI infrastructure CapEx represents one percent of GDP
“AI CapEx is one percent of GDP.”
Erik Torenberg Oct 31, 2025 ▶ 23:01 Marc Andreessen and Ben Horowitz on the State of AI
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