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Konten disediakan oleh Down Round. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Down Round atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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.

  continue reading

211 episode

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Manage episode 428054232 series 3377686
Konten disediakan oleh Down Round. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Down Round atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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.

  continue reading

211 episode

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