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AI infrastructure investment

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 29, 2025 by Bradley Tusk · across every show →

Everything said about AI infrastructure investment, oldest first

Nov 29, 2025 bearish
Opinion
Tusk: Trillion-Dollar AI Spending Is Driven by Short-Term Share Prices
“I at least have a suspicion that all of this massive AI infrastructure investment. So it's 1.5 trillion in 20, 25 projected to be two trillion. In 20, 26 is really about the short-term share price and valuation of the big AI companies, the generative companies…”
Bradley Tusk Nov 29, 2025 ▶ 1:10 What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund · Sourcery with Molly O'Shea
Jan 23, 2026 bullish
Assertion Not checkable as stated
Ramaswamy: AI Demand Outstrips What Industry Can Reasonably Produce
“What is pretty remarkable about this moment is that there is more demand for AI and AI products than people can reasonably produce. That's the reason why there is so much investment in things.”
Sridhar Ramaswamy Jan 23, 2026 ▶ 3:19 Snowflake vs Databricks: The AI Data War | CEO of $SNOW · Sourcery with Molly O'Shea
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