MH+ Ep.35 The Uncomfortable Truth About Money (guest: Paul Podolsky)
The Market Huddle
00:00
Insights into Capital Expenditure and Investment in Software and AI
This chapter explores the financial aspects of investing in software and AI, emphasizing the significant capital requirements and energy needs. It discusses the challenges of managing data centers and securing adequate energy sources, raising concerns about a potential supply-demand gap in the industry's infrastructure.
Transcript
Play full episode
