AI infrastructure market
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 14, 2025 by Bill Gurley · across every show →
Everything said about AI infrastructure market, oldest first
Oct 14, 2025 bearish
Gurley: Circular AI financing hides leverage and delays demand slowdown detection
“I think what this does, this overall situation is First of all, I think it's driven by competition at this point. And like the first step into the gray zone was way back at the beginning. And so now I think we're fairly pregnant with it. So I think it's a comp…”