Internet Build Out
topic on 2 shows · 2 statements across 2 episodes
2 statements about Internet Build Out, every show
O'Laughlin: AI build-out CapEx has massively passed the internet
“We've well massively passed the internet in terms of the absolute size of the build-out. It's not even close.”
Patel: AI build-out combines internet, space race, and Manhattan Project
“This is, like, the combination of the build-out of the internet, the space race, and the Manhattan Project all put into one, where there's a geopolitical implication of it, there's an economic implication, there's a national security implication, and then ther…”