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subsea cables

3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Apr 7, 2025 by Will O'Brien · across every show →

Everything said about subsea cables, oldest first

Apr 7, 2025 neutral
Assertion Partly supported
O'Brien: Only about 600 active subsea telecommunication cables exist globally
“Like as in like, there, there's like an insane amount of data that goes over them, but there's only about like 600 active.”
Will O'Brien Apr 7, 2025 ▶ 27:50 7 Wild Business Ideas for this $3 Trillion Dollar Frontier
Apr 7, 2025 negative
Assertion Supported
O'Brien: Foreign actors cut about 11 subsea cables in the past year
“I think in the last year about 11 cables have been cut by foreign actors”
Will O'Brien Apr 7, 2025 ▶ 25:34 7 Wild Business Ideas for this $3 Trillion Dollar Frontier
Apr 7, 2025 bullish
Prediction Not checkable as stated
O'Brien: AI companies will soon fund subsea internet infrastructure buildouts
“And now you're seeing a transition to the build art being coming from Fang, from like big tech and soon I think it'll be like the AI companies.”
Will O'Brien Apr 7, 2025 ▶ 24:12 7 Wild Business Ideas for this $3 Trillion Dollar Frontier
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