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infrastructure

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 17, 2026 by Joe Lonsdale · across every show →

Everything said about infrastructure, oldest first

Feb 17, 2026 positive
Insight
Lonsdale: Application layer companies are safer than overbuilt infrastructure in tech cycles
“This tends to happen in every cycle where the infrastructure gets overdone at some point. So that, but I think this is, again, speaking to our book, is I think some of the apps and services layer companies are a lot safer when that happens, but I don't know.”
Joe Lonsdale Feb 17, 2026 ▶ 56:14 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
May 19, 2026 positive
Disclosure
Helberg: US is executing global deals in energy, minerals, and infrastructure
“And that's why we're doing deals around the world on energy, on minerals, and on infrastructure, and it's incredibly exciting about the progress we've made.”
Jacob Helberg May 19, 2026 ▶ 2:31 Trump’s Plan for AI Dominance · Joe Lonsdale
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