chips and power infrastructure
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 13, 2024 by Ben Horowitz · across every show →
Everything said about chips and power infrastructure, oldest first
May 13, 2024 bearish
Horowitz: AI Will Suffer Infrastructure Overbuilds in Boom-and-Bust Cycle
“And that doesn't mean there's no like boom and bust and all that, because that's just the nature of technology. You know, people get too excited and then they get too depressed. So there'll be some of that, I'm sure. There'll be over build outs, you know, pote…”