AI CapEx payback

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 9, 2026 by David George · across every show →

Everything said about AI CapEx payback, oldest first

Feb 9, 2026 neutral
Prediction Not checkable as stated
George: AI CapEx payback will occur between 2030 and 2040
“I think the payback of this probably happens, you know, over a longer period of time, like, you know, between 2030 and 20 40 as well.”
David George Feb 9, 2026 ▶ 38:22 AI Markets: Deep Dive with a16z's David George
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