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AI CapEx

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Nov 3, 2024 by John Coogan · across every show →

Everything said about AI CapEx, oldest first

Nov 3, 2024 neutral
Prediction Not checkable as stated
Coogan: Scaling AI capex will require capital beyond Silicon Valley VCs
“It's important. Like, it's not going to all be, you know, Silicon Valley VC firms as they scale.”
John Coogan Nov 3, 2024 ▶ 1:30:52 The Secret Billionaire Party (ep6)
Mar 2, 2026 neutral
Insight
Thompson: Government Cannot Afford Bespoke Frontier AI Due to CapEx Scale
“People, like, I was talking to someone, they're like, why doesn't the government just have, just get someone to make their own model? It's like, because it's, like, you talk about government contracts, we're, like, single digit billions. We're talking about fo…”
Ben Thompson Mar 2, 2026 ▶ 15:30 FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
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