Jason Yanowitz
speaker
1,798 appearances
2 recordings
2 series
first heard Apr 2020
last heard 29 Apr
Jason Yanowitz’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 Apr 2026 with 1.
Appearances
We're going to have more news on all of that.
Even though all of those businesses, they're working, they're chugging along, the big question is around durable revenue tied to AI infrastructure because you have this matching problem.
You spend a bunch of money, there's depreciation.
When do you actually get the cash flow back?
How durable is this revenue?
What are the moats around this revenue?
What do growth rates and margins look like in this new era of something that looks maybe a little bit more
like a railroad business, an oil business, as opposed to something like you build a website, people just show up, and it's 80% margin, which was the dream of the previous software era.
We're going into an entirely different era, but it is very exciting, and we're getting a lot of data today.
So everyone has seen cash flow from,
these hyperscalers to Nvidia, to power companies, to data center builders, but everyone's wondering what's the exact conversion cycle to higher revenues and higher profits?
What's the pathway there?
Because you don't want to just be drawing down on cash endlessly, eventually you stop making money entirely.
So,
Let's start with Google.
Google has the most fully integrated AI stack, arguably.
They have consumer distribution.
They got model training with DeepMind.
They have custom chips with the TPU and a bunch of product services where they can stuff AI features.
Google Workspace.
Showing 41–60 of 1,798 · page 3 of 90
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