demand

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 9, 2025 by Gavin Baker · across every show →

Everything said about demand, oldest first

Aug 9, 2025 bullish

Assertion Not checkable as stated

Baker: AI infrastructure is not overbuilt and is trailing market demand

“All of the dollars that are going into the ground are being used. We're not building ahead of demand. In fact, we're clearly still behind demand”

Gavin Baker Aug 9, 2025 ▶ 21:34 OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

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demand

Everything said about demand, oldest first

Turn any episode into a week of clips.