Big Tech AI infrastructure spending

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 12, 2024 by David Sacks · across every show →

Everything said about Big Tech AI infrastructure spending, oldest first

Jul 12, 2024 bearish

Opinion

Sacks: Big Tech AI spend is driven by an arms race, not clear ROI

“These big tech companies are not building out all of this infrastructure because they've modeled out the ROI and it's extremely positive. They're doing it because it's an arms race.”

David Sacks Jul 12, 2024 ▶ 40:09 Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

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Big Tech AI infrastructure spending

Everything said about Big Tech AI infrastructure spending, oldest first

Turn any episode into a week of clips.