AI hardware

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 11, 2024 by Alex Kolicich · across every show →

Everything said about AI hardware, oldest first

Oct 11, 2024 bearish
Assertion Supported
Aggregate AI hardware capex vastly exceeds actual AI deployment revenue
“Aggregate capex on AI hardware. It's like vastly out exceeding revenue generated by AI companies in the actual deployment of AI.”
Alex Kolicich Oct 11, 2024 ▶ 26:43 Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
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