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AI infrastructure

3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Apr 15, 2025 by Bret Taylor · across every show →

Everything said about AI infrastructure, oldest first

Apr 15, 2025 bearish
Opinion
Taylor: Nvidia may not be a 20-year AI bet as infrastructure shifts
“Nvidia will probably benefit from all of the investments in AI. I'm not sure I would do that over a 20 year period, just assuming that the infrastructure will shift.”
Bret Taylor Apr 15, 2025 ▶ 1:42:48 Bret Taylor: A Vision for AI’s Next Frontier
Mar 17, 2026 bearish
Prediction Not checkable as stated
Teskey: The global AI infrastructure market will unequivocally experience an overbuilding cycle
“And we often get the question, will there be overbuilt? Absolutely, unequivocally, yes. There's overbuilt in almost every product, in every asset class, everywhere in the world, in every economic cycle.”
Connor Teskey Mar 17, 2026 ▶ 1:00:44 Beating the Market: Connor Teskey, CEO Brookfield Asset Management
Mar 17, 2026 bullish
Opinion
Teskey: Tech giants backing AI infrastructure hold unprecedented historical credit quality
“These are literally the greatest companies in the world, the highest credit quality counterparties in the world, the large tech companies. They're the greatest companies in the world today. They're almost undoubtedly the greatest companies of all time. That is…”
Connor Teskey Mar 17, 2026 ▶ 21:01 Beating the Market: Connor Teskey, CEO Brookfield Asset Management
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