Steve Burke

speaker
449 appearances 1 recordings 1 series first heard Jul 2026 last heard 15 Jul

Steve Burke’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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Maybe that's your argument there.
I really agree with you.
I don't think it works for this one because the closest thing we have to an infrastructure gain,
maybe is power except the problem of they're not really bringing more online fast enough uh and it's it's at least currently it's not helping the prices for the rest of us like almost everyone's had their power costs go up lately so maybe that would be the advantage if you're like because of data centers we brought back nuclear and we have shit loads of solar and wind and whatever but that's not what we're doing we're putting turbines on the roof you know
Yeah, I think...
I don't know what the Enron moment will be.
I'm not sure where it'll tip.
It does seem inevitable, but I don't know.
It could be a year.
It could be several years.
I have no idea.
Yeah, I think NVIDIA... I mean, NVIDIA itself...
Jensen Huang himself said of CoreWeave that without NVIDIA, there is no CoreWeave.
If I remember correctly, that was... I'll go dig that up.
But they create the circle.
NVIDIA is part of the circle.
And it's...
Yeah, if anything happens to them, then all of it falters.
And they are a kin maker.
uh in the sense that nvidia doesn't really have alternatives but nvidia is also heavily involved in the rnd for all this new memory so like they were involved in the rnd for gdr7 g5x and for the new hpm options and so like over a barrel i i feel like
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