Patrick O'Shaughnessy
speaker
17,117 appearances
113 recordings
1 series
first heard Sep 2024
last heard yesterday
Patrick O'Shaughnessy’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 — 47 in all, peaking in Sep 2026 with 5.
Appearances
Because I think this year it's going to be 800 billion or something that we're going to spend in CapEx.
voice-verified
Next year's supposed to be 1.3 trillion, I think, is the current estimate.
voice-verified
It's going to keep going up from there.
voice-verified
We're burning through all the compute that gets installed basically immediately.
voice-verified
It's such a strange circumstance that we can use the capacity.
voice-verified
Well that's the thing
voice-verified
Full as human cost.
voice-verified
Basically, no matter what.
voice-verified
Continue to feel this sort of going forward.
voice-verified
Can you zoom in on TSMC and the component makers where fabs are involved?
voice-verified
And so far, at least my understanding is that they've been quite conservative in their willingness to expand capacity, build new fabs, meet the market's demand with similar growth, which they have not done.
voice-verified
If that just rate limits this whole thing and prevents us from getting one of these giant overbuilds.
voice-verified
Do you have a sense for how long you think it will take given the extreme shortage of compute?
voice-verified
the cure for high prices is high prices thing.
voice-verified
Where we're gonna route around them.
voice-verified
geopolitical insurance for free.
voice-verified
If you think about the, let's say, top 10 or 15 technology companies, which ones do you think have the most interesting setups today for their business?
voice-verified
Of the five potential frontier AI winners, so OpenAI Anthropic, Gemini, SpaceX AI, Grok, and Meta, which of those firms do you think has the most interesting setup?
voice-verified
You've written a lot about this recently.
voice-verified
Because we did before.
voice-verified
Showing 1441–1460 of 17,117 · page 73 of 856
← Previous
Next →