infrastructure

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement May 24, 2023 by Kevin Scott · across every show →

Everything said about infrastructure, oldest first

May 24, 2023 neutral
Insight
Kevin Scott: AI Models and Infrastructure Are Not Products
“Models aren't products and infrastructure isn't a product.”
Kevin Scott May 24, 2023 ▶ 31:08 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
Jan 30, 2025 bullish
Prediction Not checkable as stated
Caruso: Fire-damaged LA areas should begin rebuilding within a year
“Shouldn't be past a year. Maybe the hazardous cleanup is three, four months. The infrastructure is going in right after that.”
Rick Caruso Jan 30, 2025 ▶ 19:30 No Priors Ep. 99 | With Rick Caruso
Aug 7, 2025 neutral
Prediction Not checkable as stated
Prince: Infrastructure regulating web bots will also regulate AI-connected browsers
“I think that that's, it, it'll probably be the same fundamental infrastructure that regulates how bots access the web, that ends up regulating how browsers access the web, and a browser that Takes data and then immediately feeds it back to an LLM might have mo…”
Matthew Prince Aug 7, 2025 ▶ 43:33 No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
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