The Cloudcast All the new AI stuff all at once
25 snips
Nov 9, 2025 Recent tech shifts highlight the dynamics of AI investment, touching on Ben Thompson's 'benefits of bubbles' theory. These bubbles, while volatile, can accelerate innovation and infrastructure growth. The podcast contrasts ambitious AI forecasts with existing resource constraints, while exploring the critical role of government in facilitating AI scaling. It traces key developments from ChatGPT to future regulatory discussions, emphasizing the need for long-term planning amidst rapid software progression. A compelling look at AI's evolving landscape!
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Bubbles Build Future Infrastructure
- Bubbles often hide long-term structural changes that unlock future growth.
- Investments and failures during bubbles build durable infrastructure and capabilities.
Unused Fiber Became Hidden Capital
- Aaron recounts how unused fiber from the dot-com era later enabled the internet's next wave.
- That overbuild became critical infrastructure for future growth.
AI Firms Are Making 10x–100x Bets
- Major AI players are placing orders far larger than near-term revenues justify.
- Those bets assume massive future scale and depend on infrastructure that doesn't exist yet.