Chase Lochmiller

speaker

453 appearances 4 recordings 1 series first heard May 2025 last heard 17 Sep

Chase Lochmiller’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

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TBPN · Elon Musk Is Leaving Washington, Meta Partners With Anduril, Kim Jong Un's "Side Launch" Goes Sideways | Peter Rahal, John Andrew Entwistle, Ashlee Vance, Chase Lochmiller, Matan Grinberg, Jonny Dyer, David Hsu, Sushanth Raman, Rob Toews · 29 May 2025 podcast

But uh, you know, and and I think that's like the crux of you know the infrastructure.

It's like what we're building are these AI factories, right?

So they're factories that manufacture intelligence.

They're factories that manufacture intelligent outcomes that um

you know, are are prompted by, you know, inputs from users.

And um I don't see

any near term shortage of demand for, you know, more intelligence.

Pretty bearish.

Uh uh the we've seen a massive influx of, you know, we call 'em like two guys in a pickup truck where you know

I got my cousin Lenny who has like this plot of land, you know, out by his ranch and you know, there's a power line that goes through it and he knows someone that works at the power s you know, just like put up a barn and

barbecuing yeah GPUs.

Yeah.

I I think the I think the thing is is that these these projects, uh you know, they're they're so big.

Mm-hmm.

Um, that like the capital investment to, you know, make them happen is so massive.

And you're seeing people speculatively build smaller scale stuff.

But the, you know, the really big stuff that's, you know.

whatever, a couple hundred megawatts or, you know, gigawatt plus.

You really need credit to make it happen.

Like you know, I said it before, but credit is the unlock to all of this infrastructure getting built.

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