free cash flow

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 31, 2026 by Gavin Baker · across every show →

Everything said about free cash flow, oldest first

Aug 31, 2026 bearish
Prediction Not checkable as stated
Frontier AI Labs Will Not Generate Free Cash Flow Anytime Soon
“They, I, for sure, I don't think they will generate free cash flow anytime soon. I think they're gonna generate a lot of operating cash flow, and then they'll use that to buy a lot of, you know, GPUs XPUs, whatever, whatever I'm gonna call them.”
Gavin Baker Aug 31, 2026 ▶ 9:47 Why AI Demand Is Outrunning Compute Supply
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