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AI CapEx

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 15, 2026 by Rory O'Driscoll · across every show →

Everything said about AI CapEx, oldest first

Jul 15, 2026 bearish
Prediction Open · timeframe Dec 2032
O'Driscoll: OpenAI and Anthropic Revenues Won't Match AI CapEx Until 2031-2032
“The stunning thing is it takes until 2031 or 2032 before The revenue from those two companies surpasses the total capex.”
Rory O'Driscoll Jul 15, 2026 ▶ 6:56 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
Jul 15, 2026 neutral
Assertion Partly supported
O'Driscoll: Hyperscalers Spending $688B on AI CapEx Against $110B in Revenues
“We are spending in AI CapEx just among the hyperscalers Six hundred and eighty eight billion dollars this year. On the other hand, and that's how it takes to make AI. Think of that as all the money, I'm very simplistic, all the money going in to just make AI h…”
Rory O'Driscoll Jul 15, 2026 ▶ 5:34 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
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