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Manage episode 428054232 series 3377686
Content provided by Down Round. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Down Round or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Over the past few weeks, several equity reports – from the likes of Goldman Sachs and Barclays – have sounded the alarm on the amount of capital expenditure currently being spent by the tech industry on building out AI capacity. Analysts and investors are asking: how are you going to pay for all this? And how long do we have to wait for that?
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Manage episode 428054232 series 3377686
Content provided by Down Round. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Down Round or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Over the past few weeks, several equity reports – from the likes of Goldman Sachs and Barclays – have sounded the alarm on the amount of capital expenditure currently being spent by the tech industry on building out AI capacity. Analysts and investors are asking: how are you going to pay for all this? And how long do we have to wait for that?
In this ep, we talk about the current discourse, connect it to the dot com bubble, and arrive at a 100% correct take no one could possibly dispute.
See omnystudio.com/listener for privacy information.
187 episodes
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