ai data center investments

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 10, 2025 by Sam Lessin · across every show →

Everything said about ai data center investments, oldest first

Oct 10, 2025 bearish

Opinion

Sam Lessin: Capital invested in AI infrastructure will struggle to see long-term returns

“If the markets are ultimately rational, it's very hard to see how capital gets rewarded on this long term.”

Sam Lessin Oct 10, 2025 ▶ 30:21 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast

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ai data center investments

Everything said about ai data center investments, oldest first

Turn any episode into a week of clips.