AI infrastructure

“The infrastructure business isn't going to work because it's the margins going to be driven to zero by every single player in the world there.”

“And so I just think for us as a firm where we're not going to invest in the kind of the infrastructure, you know, kind of layer per se, right? That's just not, you know, the, those checks were already just way still beyond. That's what we talked about. Fifty m…”

“I think you're going to see a retraction in the market. Like you're going to see we've built out a dramatic amount of infrastructure. A huge, you know, three trillion, four trillion dollars of capex has gone into this, and everyone rushed in, and they're tryin…”