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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jun 2026 with 4.
Appearances
But somebody once told me a marathon is 26 one-mile runs.
And so, you know, and then all the runners were like, no, that's not true at all.
You know, obviously running a mile is different than running a marathon.
But, you know, every quarter matters.
But at the same time, I do think if you look at how –
The market has looked at Tesla over the last five, six years, Amazon during the days when they were building out AWS, and then their retail distribution infrastructure when they'd go through these investment cycles.
I do think the public market has a much greater tolerance for
um, for investment and a much longer time horizon than a lot of people in the venture ecosystem give a credit for.
By the way, this is Foxy in the back.
Um, he's our, he's, um, he's one of the analysts here at Atreides.
Yes, he did.
But he did the work on SpaceX.
So I thought you guys might want to talk about that.
Um,
But I do think, I'm not sure the story is as far out as you made it seem to be.
I think there are two variables that are going to matter a lot over the next year.
The first is just how quickly can they bring on terrestrial compute.
It does seem like they monetize gigawatts at a higher rate than anyone else.
And we know from Jensen that they bring on data centers faster than anyone else, per Jensen's words.
Yeah.
Showing 1721–1740 of 2,075 · page 87 of 104
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