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AI infrastructure

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 8, 2025 by Josh Wolfe · across every show →

Everything said about AI infrastructure, oldest first

Dec 8, 2025 bearish
Prediction Not checkable as stated
Wolfe: AI infrastructure buildout will destroy hundreds of billions in capital
“On the capital market side, you see hundreds of billions of dollars destroyed of people that play the same game that you did back in 2000 with fiber optic cables.”
Josh Wolfe Dec 8, 2025 ▶ 42:37 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Dec 22, 2025 bullish
Assertion Not checkable as stated
Sacerdote: AI infrastructure is only 14% penetrated on the S-curve
“We're only about 14% penetrated on the AIS curve for infrastructure. Within the cloud, it's only three or four percent.”
Alex Sacerdote Dec 22, 2025 ▶ 28:12 Top 5 of 2025: #4: Alex Sacerdote
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