AI Bottlenecks

topic on 2 shows · 2 statements across 2 episodes

2 statements about AI Bottlenecks, every show

Albergati: AI Infrastructure Bottlenecks Prevent the Boom From Becoming a Bubble

“I think those actually, they're like, I mean, other people have made this point too. I'm not the first person to say this, but like those actually, you know, kind of prevent this thing from going off the rails. It's like a bubble, you know, prevention mechanis…”

Reed Albergotti Aug 3, 2026 ▶ 16:40 Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day

BG2 Opinion

Baker: Finding the next AI infrastructure bottleneck is an outdated trade

“Like I do see a lot on X about finding the next bottleneck. I think that was the last game. That game is over.”

Gavin Baker Jun 11, 2026 ▶ 1:14:33 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

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AI Bottlenecks

2 statements about AI Bottlenecks, every show

Turn any episode into a week of clips.