power infrastructure
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 5, 2024 by Brian Janous · across every show →
Everything said about power infrastructure, oldest first
Dec 5, 2024
Janous: AI companies pay huge speed premiums because base infrastructure is cheap.
“The cost of the base infrastructure for my end product is actually really low. And when I say base infrastructure, I talk about land, you know, power a data center shell, you know, those things are relatively inexpensive. In the grand scheme of operating, you …”