Mark Cuban
speaker
800 appearances
2 recordings
1 series
first heard Sep 2025
last heard 20 Jul
Mark Cuban’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 Jul 2026 with 1.
Appearances
And there's already a private credit problem right now.
So you just layer on private credit, like Al Capital getting all the refunds.
And then you have these huge companies that have cashflow, but they're spending all their cashflow on CapEx.
And then they're borrowing on top of that.
50-year bonds.
Right.
That's planning for perfection.
And that's going to be hard.
And we're building these data centers.
And if there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.
No, and then just the power, just everybody thinks that, okay, there's going to be so much more utilization.
And there will be, right?
It'll just scale like everybody expects.
But there's going to be breakthroughs and technological breakthroughs as well.
Just like we saw fiber back in the day, it was all about putting in fiber.
Then it went from one gigabyte fiber to 10 to 100 gigabyte.
And then there wasn't a fiber problem anymore.
There wasn't a bandwidth problem anymore.
And just sitting there, right?
And how is it not going to be the case that we don't get the same price performance improvements on the AI side and on the data center side?
Showing 21–40 of 800 · page 2 of 40
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