Oliver Barnes
speaker
165 appearances
2 recordings
2 series
first heard Jun 2026
last heard 4 Jun
Oliver Barnes’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 — 2 in all, peaking in Jun 2026 with 2.
Appearances
You go on your phone, you go into ChatGPT or into Claude or whatever, you know, and you ask it, whatever, what should I have for breakfast this morning?
But there's a huge physical infrastructure, right?
In the background.
And in a way that I don't think we've ever really seen because, like, you think about the internet, right?
And telecommunications, like, yes, we laid kind of subsea cables and the Internet also needed data centers, too.
But the level of demand for all this physical infrastructure is like it's reaching like constantly new heights.
And it's kind of fascinating how it like cascades from one industry to the next to the next.
It's like.
First, you have the data centers themselves.
Then there's the power companies serving the data centers.
So it has effects on the oil and gas companies.
Then it has effects on industrials companies because they're the ones doing the picks and shovels story for the energy companies, i.e.
like working on their pipelines and little like widgets.
So much of this frothiness we're seeing in deal making at the moment, when you trace a lot of it back, it's kind of etymology.
It starts with AI.
Yeah.
I'm long the upcoming New York summer.
Yeah, it's going to be a good one.
I think after one of the most brutal winters ever and with a potential Knicks victory on the horizon.
It's going to be special.
Showing 101–120 of 165 · page 6 of 9
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