The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
Teskey predicts institutional allocations to alternative assets will double within ten years
“The institutional allocations to alternatives are going to double From where they are today over the next 10 years.”
Teskey: The untapped retail market for alternative assets exceeds institutional sizing
“That market is actually bigger. The individual market is actually bigger than the institutional market today. And it has almost zero penetrations from alternatives.”
Teskey: 70% of Brookfield's current investments did not exist 20 years ago
“We give the example that, you know, probably two-thirds, maybe even 70% of what we invest in today was not an investable asset class 15 or 20 years ago.”
Teskey: AI robotics adoption will happen slower but impact more than expected
“The role that robotics can play in so many production functions and industrial functions around the world. Now that that robotics can be reinforced by computers that can think and run a million simulations in real time, like everything what's, what's the term?…”