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
They make that analogy, and that's why they're making these enormous bets today.
They acknowledge there might be losers, as Sam Altman did during that dinner, but they think it's going to work out in the end.
The concern, however, among some in the Valley and some in New York where the financial analysts are, is that the risk being taken on by some companies is far larger than in the past.
And if that's the case and the bubble bursts again, the fallout could be far more significant.
Well, as I discuss this with all sorts of people, including technologists, but also financial analysts, the other thing that often comes up is the housing bubble of the late 2000s, which was a much more serious thing.
People generally agree that this is not what we're going through at the moment.
Let's not go that far.
That said, they do point out that there are elements that we're seeing now that were also present then.
Basically, this is about the enormous amount of debt that is being taken on to build these data centers, the enormous amount of money that's being borrowed to build them.
And as you look at that debt, it's hard to know how much there is and who is holding the debt.
If that debt is spread across a lot of companies, then you have more systemic risk.
You have greater risk that could damage the rest of the economy.
Well, some companies are not taking on debt to do this.
Some companies like Google and Microsoft and Meta pull in billions of dollars in revenue every year.
They can afford to essentially pay cash for these giant data centers.
But there's so much interest in AI.
There's so much demand for the computing power that comes out of these data centers that we're seeing all sorts of other companies build these giant facilities when they don't have the money to do it.
Even relatively big companies like Oracle, the cloud computing giant, is having to take on debt to build data centers.
And then you have all these smaller companies that most people on Earth have never heard of with names like CoreWeave, Lambda, and Nebius.
They are certainly taking on debt to do this.
Showing 341–360 of 394 · page 18 of 20
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