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data center

also referred to as: data centers

4 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Feb 3, 2025 by Jason Van Gaal · across every show →

Everything said about data center, oldest first

Feb 3, 2025 negative
Insight
Van Gaal: Private data centers require 20-year payback horizons
“You don't know if you're going to be around for 20 years, and you're making a twenty-year investment in a data center to justify its payback.”
Jason Van Gaal Feb 3, 2025 ▶ 4:53 He exited for hundreds of millions—then invested in 20+ founders. Here's what he looks for. | Jas... · PMF Show
Feb 3, 2025
Insight
Van Gaal: Data center capex is 10% space, 90% power and cooling
“Cost of space was 10%, and the cost of the power on the capital side was like 90%. The power and the cooling and all the stuff that wouldn't support that.”
Jason Van Gaal Feb 3, 2025 ▶ 9:43 He exited for hundreds of millions—then invested in 20+ founders. Here's what he looks for. | Jas... · PMF Show
Jul 6, 2026 bearish
Opinion
Nicolaescu expects AI token costs to rise due to energy constraints
“At the end of the day, tokens represent capacity and we're very constrained on capacity. We don't have enough energy. We don't have enough data centers and the demand is, is exponential. And so if I think about it from that angle, I think actually token costs …”
Cos "Kaz" Nicolaescu Jul 6, 2026 ▶ 51:06 He raised $75M—but kept his team to 21 people & pays everyone the same salary. | Cos Nicolaescu, ... · PMF Show
Aug 17, 2026 neutral
Assertion Not checkable as stated
Lindgren: Data centers are approximately 90% MEP infrastructure
“And if you look at a data center, for example, that's like, at a 90% degree, that's an MEP box, basically. So you have cooling systems, you have electrical systems, and you have a lot of mechanical system that sits inside that, so.”
Niklas Lindgren Aug 17, 2026 ▶ 8:10 He spent $150K on brand before he had a product—closed $1.5M ARR in 1 month. | Endra
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