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AI infrastructure

3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 27, 2025 by John Coogan · across every show →

Everything said about AI infrastructure, oldest first

Sep 27, 2025 positive
Insight
Coogan: Overinvesting in new tech waves is game-theoretically optimal for incumbents
“I mean, if you're in the position to generate a lot of cashflow, it is kind of the per the game theoretic optimal thing to over invest in a new huge technology. You have to because if you don't invest in the technology wave happens, you look really stupid. You…”
John Coogan Sep 27, 2025 ▶ 6:48 Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
Feb 3, 2026 neutral
Prediction Open · timeframe Dec 2027
Patel: Semiconductor fab capacity will become the primary AI bottleneck in 2027
“The baton got passed from semiconductor shortages in 23 to power and data centers in 24, 25. 26, we're still, we're swinging the pendulum, but it will fully beat semiconductors again in 27, right?”
Dylan Patel Feb 3, 2026 ▶ 19:04 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
Jul 30, 2026 neutral
Insight
Coogan: AI model progress analysis fails when equities trade like meme stocks
“Counting the ooms stop sort of working when it's like, well, will this particular stock become a meme stock?”
John Coogan Jul 30, 2026 ▶ 7:58 The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
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