Arthur Hayes
speaker
1,864 appearances
4 recordings
3 series
first heard Jan 2026
last heard 22 Jun
Arthur Hayes’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jan 2026 with 2.
Appearances
Oh, this is going to be the biggest build-out since the railroads.
And we're not there yet in terms of the amount of money spent as a percentage of GDP.
So that would tell you that we're in the early part of a bubble.
And given the sort of manic, utopic...
rhetoric out there about what ai can do and what it's going to mean for the world i don't know if materially higher oil prices are going to dent that enthusiasm we'll see it's all about does it do these hyperscalers scale back on their capex commitments because they believe that either a they can't charge a high enough price to earn a return or you know this
They just think they're not going to make money, enough money.
Or, you know, the market says the banks stop lending to them or the U.S.
government stops giving them preferential treatment.
So like all these things are the variables.
Oil does affect those.
I think if I'm going to be wrong, it's that people don't care.
$150 oil, cool, but AI is going to usher in utopia where none of us do any work anymore.
So what do we care about oil?
And Elon's building in space where there's infinite sun.
Yeah, I mean, there's orbital mechanics that come into play there that you haven't really understood, but okay, maybe.
So like if this is what you believe, then does terrestrial prices of dead dinos really matter?
And so I think that's that would be the pushback against my bearish thesis on on AI.
Yeah.
Yeah, so I see that this is a bubble.
We are either in the late stage or the early stage of a bubble, whatever, right?
Showing 161–180 of 1,864 · page 9 of 94
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