Gregory Carr

speaker

2,075 appearances 6 recordings 6 series first heard Dec 2025 last heard 7 Jul

Gregory Carr’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 — 6 in all, peaking in Jun 2026 with 4.

Appearances

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All-In with Chamath, Jason, Sacks & Friedberg · Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter · 26 Jun 2026 podcast

But then it really, it starts to build and just like really simple math.

So like, let's just use some rough numbers.

Let's say, let's take some Nvidia numbers.

It takes them 35 billion to bring on a gigawatt and 15 billion that you can generate 15 billion in token revenue and cloud revenue out of that gigawatt.

And somebody on the call talked about adding 50 megawatts a month.

If they could add 50 megawatts a month in 2027, forget 26.

That means they exit the year at roughly a $9 billion cloud computing run rate.

And we're at less than 40 billion of market cap.

Now that is gonna be really hard to do.

And they've never done anything like that before.

And but I would if I would I would focus as an investor, I think what matters here is not where they sit competitively, not what new demand they can bring on, but just how quickly can they bring on power?

And listen, like outside of the hyperscalers, the only companies that have ever brought on more than a gigawatt, I think, are Corweave, Crusoe and SpaceX.

So bringing on 600 megawatts, it's really hard.

And that is what I'm focused on as an investor.

How many megawatts can they bring on?

Because we know what they're going to monetize at.

And that is the question.

And we'll see.

I don't think that happened here.

I think there was a good faith effort to price this thoughtfully.

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