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current build out

also referred to as: the current build out

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 20, 2026 by Gavin Baker · across every show →

Everything said about current build out, oldest first

May 20, 2026 positive
Assertion Supported
Baker: AI infrastructure build-out is overwhelmingly funded by cash flows, not debt
“One thing I'm really happy about, really good about the current build out is it's still overwhelmingly funded out of operating cash flows, which is a really important fundamental difference versus the year 2000.”
Gavin Baker May 20, 2026 ▶ 23:57 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
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