operating cash flows

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 operating cash flows, 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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operating cash flows

Everything said about operating cash flows, oldest first

Turn any episode into a week of clips.