infrastructure
4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Mar 26, 2025 by Guillermo Rauch · across every show →
Everything said about infrastructure, oldest first
Mar 26, 2025 bearish
Jul 18, 2025 neutral
Local governments securitize tobacco settlement payouts to finance public infrastructure projects
“Basically they have to make all these payments and these payments still happen today. And there's some interesting finance that goes on where if you're like a local county, that's getting like cashflow from the tobacco companies, you can go and finance that ou…”
Sep 27, 2025 positive
Hays: Rapid AI data center builds could accelerate traditional US infrastructure
“If we can build big data centers really quickly in, in you know, at the scale that traditional infrastructure projects would have taken 10 plus years, if we can do that in a few years, it could create a precedent where somebody could decide, you know what, I'm…”