Chris Camillo
speaker
886 appearances
1 recordings
1 series
first heard Jun 2026
last heard 29 Jun
Chris Camillo’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 — 1 in all, peaking in Jun 2026 with 1.
Appearances
They were telling me that like that like whole phase-
is kind of been run through a little bit.
And there's so many issues with those data centers that are being run, not by triple A-list talent, putting them together.
And there's so many nuances that the people that actually have the big money to acquire the compute and get the compute in, they're going back to really only wanting to work with like A-list companies.
amazon google you know the companies that actually have the ability to get these data centers up relatively on time to control the compute that can like handle like yeah so that we're going through that part of the cycle right now which is why i'm even more amped on big tech because like they're getting you know and some of the big public companies too that are just data center companies that they're doing well too
Yeah, that's one of my favorite topics, actually.
I think it's probably one of the biggest lessons that an investor can learn.
And it's one of the biggest things that most investors miss is that I think every investor, every single investor needs to have a big, I call it a big money account, right?
It's a high risk, higher reward account.
And, you know, you could even break that out to a couple different.
One is really high risk, high reward.
One is just generally invested in high growth equity, which is like...
I just think high growth equities are the most important thing in the world to be invested in always, always.
It's not the stock market.
It's literally saying, I want to put a lot of money to ride along with the most ambitious, most aggressive, smartest humans and companies on earth.
I mean, why would you not want to do that?
It's insane not to do that.
Yeah.
So I think we need to start thinking of like, I tell people, think of every dollar as potentially being a hundred dollars, which if you're investing like extraordinarily aggressively with leverage into like concentrated, the most ambitious companies on earth over the course of your lifetime, you'd have a really good shot at making a hundred extra money.
If you only hit 50x, still it's a huge number.
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