AI infrastructure

“The capital requirements for infrastructure are well beyond what anyone would have predicted two years ago, let alone whenever the Microsoft relationship started.”

“I think there's this usual, like, VCEO, we should invest in, like, the tools, you know, the picks and shovels instead of the application layer. But I think it's, this is, like, the first time where, like, the infrastructure is lagging the applications.”

“I would be really shocked if it was all in one go. That's my vibe. Where it's like, it's all in one instantaneous up down. I think it's going to look like some multiple cycles.”

“There's no reason why Google will have any profit in 27 at all, right, in terms of cash flow. They will just spend every dollar they make On, on AI infrastructure.”

“Google and Amazon haven't taken on debt yet for AI infrastructure, but they will, right?”