Scott Guthrie
2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Oct 1, 2025 by Scott Guthrie · said 2 times in 2 episodes since 2025 · across every show →
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Everything said about Scott Guthrie, oldest first
Oct 1, 2025 bearish
Highly leveraged AI infrastructure companies face severe financial fallout without monetization
“And I think not every company probably has that. Level of game plan. And I don't think that maybe not every company is probably doing the same level of thoughtfulness of that. And, you know, at some point, you know, different companies will probably be hit by …”
Oct 1, 2025 positive
Guthrie: Evaluate AI datacenters by revenue line of sight, not megawatts
“I would focus less on the megawatts that sometimes get reported in the press and more at where are those megawatts and what are you going to do with those megawatts? Is it going to be ultimately capacity that you can use to serve customers? Is it to build bett…”