AI buildout
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 6, 2026 by Alex Finn · across every show →
Everything said about AI buildout, oldest first
Jun 6, 2026 bearish
Finn: Hardware bottlenecks and soaring memory costs will persist long-term
“My, kind of thesis, which I think is playing out in front of us right now is we're going to have hardware bottlenecks for a very long time now because the AI build out's happening. And so memory sky, I just bought a memory card for my Nintendo switch to cost m…”