Cade Metz
speaker
394 appearances
3 recordings
2 series
first heard Nov 2025
last heard 6d ago
Cade Metz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.
Appearances
No one wants to miss out on what could be the most transformative technology the world has ever seen.
And if you don't want to miss out on that, you have to make your bet now.
These data centers...
Not only are they expensive, they take a long time to build.
And so almost by definition, you have to make a bet on something that's years down the road.
But there may be a disconnect between the money that's being spent now and what is possible just a few years down the road.
What if there's no moon landing?
Or what if only one company lands on the moon?
Or what if only two land there and the rest are left hanging?
This is a situation where even if somebody wins, a lot of people are going to lose.
Sam Altman, the chief executive of OpenAI, said as much during a dinner I attended here in San Francisco this summer.
He said, rhetorically, are we in a phase where investors as a whole are overexcited about AI?
In my opinion, he said, yes.
He acknowledged that a lot of this spending
was at least in some ways irrational.
And he said that there would be losers in this scenario.
After this dinner, which made headlines across the country and across the world, a lot of people started using the word bubble.
And when I talk to people here in Silicon Valley and financial analysts and tech historians about this moment we're living through, what they often point back to is the dot-com bubble of the late 90s and 2000s, when early internet technologies showed enormous promise and the Valley started to invest enormous amounts of money in it.
Well, for people who live through the bubble, what they often think of is an enormous number of startups that were created and that went public and had huge valuations, even though they had little or no business model, certainly no revenues.
And then when the market crashed, when people decided that the spending was getting ahead of what was possible, a lot of those companies went out of business.
Showing 301–320 of 394 · page 16 of 20
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