Wes Cummins
👤 Speaker
430
total appearances
Appearances Over Time
Podcast Appearances
The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
But I see so many differences between the actual bubble versus what's going on here now.
The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
And the actual bubble, by the way,
The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
the biggest companies in the world were created out of that.
The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
It was that dip in the middle of like, hey, we built all this fiber, we built all this infrastructure, and it just took eight or 10 years before we used it all.
The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
But then the largest companies in the world came out of that.
The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
It still was a great success story, but everyone is rightfully so to be concerned.
The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
We've just never seen anything like this.
The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
So it creates a lot of things in your mind.
The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
Yeah, that'd be great.
The Rundown
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
I'm happy to take you with me.