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model development

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 7, 2026 by David Friedberg · across every show →

Everything said about model development, oldest first

Aug 7, 2026 bearish
Insight
Friedberg: Data center CapEx is low beta while model development is high risk
“CapEx is high alpha, low beta in data center infrastructure, that capital, and model development theoretically could be high alpha, but it's very high beta. It's a very risky way to deploy capital.”
David Friedberg Aug 7, 2026 ▶ 6:47 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
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