AI spending

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 24, 2025 by Jessica Lessin · across every show →

Everything said about AI spending, oldest first

Oct 24, 2025 bullish

Prediction Not checkable as stated

Lessin: Macro Incentives Will Sustain Aggressive AI Capex for Another Year

“I also think there have been all these sort of incentives and macroeconomic things that have encouraged the spending, and I think they'll probably go for another year, if you think of, like, the midterms.”

Jessica Lessin Oct 24, 2025 ▶ 27:08 TPUs Are Winning? Gemini + Anthropic vs NVIDIA, and OpenAI’s Atlas Explained · More or Less Podcast

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AI spending

Everything said about AI spending, oldest first

Turn any episode into a week of clips.