AI infrastructure

“As long as people keep investing in the, you know, in the infrastructure, which I think they will, those barriers are going to go away. And then I think that's when it becomes really You know, even more transformative.”

“Amazon is, is spending, you know, a hundred billion dollars this year on AI infrastructure, for instance, and Microsoft is not far behind that.”

“Even if open AI is melting its servers today, even if Google are melting their servers today, if there isn't a return on investment with these higher value propositions in the next few years, there's going to be a timeline mismatch and that's going to be bad.”

“Even if the revolution of the new paradigm doesn't come, you know, within three years, this infrastructure is going to be used. There's very little question about that.”

“The cap, the infrastructure investment dwarfs anything that happened in the run up to the dot com boom”

“And so I think 10 years from now, no one will look back and say, I wish we spent less money on AI infrastructure.”

“Well, they're gonna have to spend, they're planning to spend 1.4 trillion on developing infrastructure for future model building. And the reason why they've have the money to be able to do that is because the world by and large thinks that they're the best at …”

“I think we do kind of, we know that if we build infrastructure, we the industry, someone's going to gonna get value out of it, and it's still totally early, I agree with you, but I don't think anyone's still questioning there's not going to gonna be value from…”

“This to me seems like the biggest threat, right? Is that all this money goes into infrastructure. And then a Google pops out an AI model. I mean, maybe this is going to be something that will enable more AI, but ultimately all this money goes into infrastructu…”

“You have commitments to spend money, but the actual ability to benefit from the spend of money, and even the ability to deploy it, those are Severely limited by actual supplies of chips and workers to build the buildings themselves. And of course, even the tel…”

“It's wrong to say, for better or worse, we're going to be putting in a trillion, therefore I need a hundred trillion out of this. That's not the way investors are looking at this, and it's, and it will lead you down the wrong path if you take that approach, be…”