Infrastructure Forecast

topic on 1 show · 1 statements across 1 episodes

Sourcery

1 statements about Infrastructure Forecast, every show

SOURCERY Prediction Not checkable as stated
Miller: Token infrastructure forecasts will consistently be revised upward
“I think it's going to be just like every underestimated infrastructure forecast. We're going to spend X and we always spend X plus some multiple of that every single quarter. Everyone revises up. I think you're going to see revisions up on tokens for sure.”
Matt Miller Jul 6, 2026 ▶ 45:33 Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea

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