Robin Wigglesworth
speaker
206 appearances
4 recordings
2 series
first heard Apr 2026
last heard 20 Jul
Robin Wigglesworth’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 — 4 in all, peaking in May 2026 with 2.
Appearances
But the result was we got this wonderful productive asset, which we're still using today, which is tons of fiber connections and tons of telecom infrastructure.
And there's loads of real estate stories like this.
There's the railroads, et cetera, et cetera, that these booms –
If the money that goes bankrupt is spent on a long-lasting productive asset, it can be a good thing in the long run for an economy.
The question is, are these AI data centers long-lived productive assets?
They're certainly going to be productive.
How fast they depreciate, all that stuff is another question altogether.
Well, it's interesting, Rob, and I'm writing right now a piece about Apple, which is kind of the company that is taking the other side of the AI bet.
Famously, all the other...
Huge tech companies, all the other magnificent, most of the other magnificent seven tech companies are loading money into the AI data center build out.
And Apple is saying, hmm, we'd rather rent than own.
And we're going to see what happens here.
So there is somebody out there, I think, looking at the example, you know, a big money player looking at the example of the railroads or similar examples and saying, we're going to take a little bit of a wait and see here.
And it'll be interesting to see whether that's a good bet or not.
But I think it's a big bet by Apple.
I think much depends on whether we have another serious inflationary incident.
So we had this big burst right after COVID of inflation.
And inflation is like, you know, Robin might disagree, but I think inflation is so often the defining factor of a financial era.
And if that was just the first tremor
What do you say, Robin?
Showing 21–40 of 206 · page 2 of 11
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