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data center

also referred to as: data centers

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Mar 23, 2025 by Aravind Srinivas · across every show →

Everything said about data center, oldest first

Mar 23, 2025 bearish
Opinion
Srinivas: Data centers won't have high margins without software integration
“I don't expect it to be a pretty high margin business of its own unless you combine it with good software.”
Aravind Srinivas Mar 23, 2025 ▶ 1:42:55 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 11, 2026 bearish
Prediction Not checkable as stated
Kamath: Major countries will develop sovereign versions of global tech platforms
“The way I'm looking at it with all the geopolitical stuff going on, if I were to wager a guess, I would think at some point in the future, we will all live in a more multipolar world where we individually countries go down the path of Russia and China, where m…”
Nikhil Kamath Mar 11, 2026 ▶ 38:11 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
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