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data center

also referred to as: data centers

5 statements across 4 episodes · 3 bullish · 2 bearish · 4 people on the record · first statement Oct 10, 2025 by Sam Lessin · across every show →

Everything said about data center, oldest first

Oct 10, 2025 bullish
Opinion
Lessin: AI data center hardware won't depreciate as fast as expected
“I think it probably won't depreciate as fast as people think.”
Sam Lessin Oct 10, 2025 ▶ 20:18 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast
Oct 10, 2025 bearish
Opinion
Sam Lessin: US AI data center boom mirrors China's housing bubble
“This is our, from my perspective, the cynical take, which I think there's some validity to, is really what we're doing is the exact equivalent of the Chinese housing bubble, just our version of it, right? Which is like the Chinese needed to keep their economy …”
Sam Lessin Oct 10, 2025 ▶ 24:14 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast
Apr 17, 2026 bullish
Opinion
Morin: Starlink is Musk's way to put AI data centers in space
“And I think this is like Elon's way of getting data centers in space and everything that we need to power the AI future that we have.”
Brit Morin Apr 17, 2026 ▶ 23:42 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
May 29, 2026 bullish
Opinion
AI and data center investments are literally sustaining the US economy
“If Anthropic were to fail, that would have a massive cascading effect on the entire economy and AI and data centers in general are what is literally keeping this economy going.”
Amir Efrati May 29, 2026 ▶ 16:20 Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
Aug 21, 2026 bearish
Opinion
Data center backlash is driven by a visceral dislike of AI slop
“The backlash is about that AI sucks and it is inhuman. No one has ever seen an AI video or read an AI essay. They like, intuitively dislike this experience. There's like a visceral feeling to this. And so the trying to stop the data centers, I think is about t…”
Dave Morin Aug 21, 2026 ▶ 47:16 OpenAI Can’t Hold a Lead, Stripe Buys OpenRouter & AI Hits a Wall · More or Less Podcast
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