“But a backstop of loans, I would expect that to happen.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
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More from Tyler Hogge
Opinion
Tyler Hogge claims OpenAI seeks government guarantees to appease private AI lenders
“When I hear these comments from Sarah Fryer, what I'm hearing is we have a bunch of lenders that would happily finance this if there's a government guarantee that they won't lose money, and that's very different.”
Tyler Hogge says OpenAI seeks government backstops to rival cash-rich hyperscalers
“OpenAI is, is, is a new hyperscaler, and it's so hard to compete with the hyperscalers that have huge amounts of cash flow, that they need every advantage that they possibly can, right? And one way they could get an advantage is through programs like Sarah sug…”
Tyler Hogge predicts consumer robotics will fail to fund AI infrastructure costs
“None of these things scream cashflow to me. These to me seem Very likely like businesses, new business lines that also lose money. I'm excited about these categories. I think they're going to make cool, novel products, but it doesn't give me more confidence th…”
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