Tim Beyers

speaker

1,508 appearances 10 recordings 1 series first heard Oct 2025 last heard 2 Feb

Tim Beyers’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.

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I love that you called server rooms, cold rooms.

I love that you called it that, because you go into a server room, and yes, it's intending to be cold.

Get too close to a server, you stop being cold real fast.

They run really hot.

But I love that you called them that.

Let's talk about risk here, though, Tom, because I think you're both right.

Let's call this the cost of doing business.

But how would you assess risk?

AI is here, the AI build-out is going to continue, and it's going to largely depend on these cloud infrastructure companies, quite a lot of them.

They are going to be the ones that are going to do the most, let's call it GPU hoarding.

They're going to do the most GPU hoarding.

They are going to provide the infrastructure.

And when

The digital assistance you need is housed someplace else that we can't see, and it's controlled by somebody else.

How should we think about companies like Coinbase, Robinhood, and Roblox?

Do they need to be valued with a higher risk premium because of their dependence on something like AWS?

Tom, I'll go to you first on this.

There are companies that are switching.

Up next,

We're gonna talk about some fakers and some breakers.

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