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AI infrastructure build-out

2 statements across 1 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 29, 2025 by Amin Vahdat · across every show →

Everything said about AI infrastructure build-out, oldest first

Oct 29, 2025 bullish
Assertion Not checkable as stated
Vahdat: AI infrastructure build-out is 100x larger than 1990s internet boom
“The internet in the late nineties, early 2000 was big, and we felt like, oh my gosh, can't believe the Build out the rate. This makes it, I mean, 10 X is an understatement. It's a hundred X what the internet was.”
Amin Vahdat Oct 29, 2025 ▶ 0:24 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
Oct 29, 2025 bullish
Prediction Not checkable as stated
Patel: Current projections grossly underestimate required AI infrastructure build-out
“I think we're grossly underestimating the build-out. I think there's gonna be much more needed than what we are. Putting the you know, projections towards.”
Jeetu Patel Oct 29, 2025 ▶ 3:12 Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
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