AI infrastructure
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 2, 2026 by Chamath Palihapitiya · across every show →
Everything said about AI infrastructure, oldest first
Mar 2, 2026 bearish
Palihapitiya: AI infrastructure investing is fundamentally mismatched with 30% VC return expectations
“This investment cycle has nothing to do with scaling IP. This investment cycle is about capital investments. It's about buying powered shells of data centers. It's installing liquid cooling. It's buying GPUs at scale. It's about doing behind the meter power. I…”
May 4, 2026 neutral
Marks: AI Infrastructure Is Booming but Bust Risk Remains Unknowable
“That, that, well, that is the area that's booming in our economy. And I need people who know more about AI than me to tell me whether it's going to bust. You know, the question is, is all of this, or is some of this construction unwarranted? I don't think anyb…”