infrastructure investments

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 8, 2025 by Dave Morin · across every show →

Everything said about infrastructure investments, oldest first

Aug 8, 2025 bearish
Opinion
Dave Morin: Tech is over its skis on AI infrastructure investments
“I think that we are really far over our skis in terms of infrastructure investments.”
Dave Morin Aug 8, 2025 ▶ 23:49 #111 Figma, OpenAI, Canva: Meme Stock IPOs in Silicon Valley · More or Less Podcast
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