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11 results for “infrastructure growth”
Concept8 mentions across episodes
growth
Topic3 mentions across episodes
infrastructure
...infrastructure required from an AI perspective to actually power the world that we wanna see today, and then a very large scale energy transition across the globe as we think about climate requirements and all the things that we're trying to solve fo
0:05 / 1:05
from transcript0:05 – 1:05
...huge growth in data centers and piping and infrastructure that's really gonna enable all of that to take things to the next level. Mhmm.
5:18 / 6:20
from transcript5:18 – 6:20
...infrastructure investors historically to think about making a move in that direction off their end segment expertise. At the same time, it's an asset class that traditional infrastructure players can move into as an adjacency. So in many ways, it's n
6:01 / 7:06
from transcript6:01 – 7:06
...scale firms, growth oriented firms, and other asset classes as well. Infrastructure firms. So the infrastructure is starting to blur a little bit now with buyout. When it's a toll road, I can tell that it's infrastructure. Where it's a hospital and s
22:33 / 23:38
from transcript22:33 – 23:38
...infrastructure, you can understand at a certain level. Are there other areas of the economy that you see infrastructures interested in that are beyond the traditional ones that we might think of? Absolutely. If you think about some of the frontiers w
5:11 / 6:21
from transcript5:11 – 6:21
...infrastructure space, again, attached to those long term contracts that create predictability of cash flows are generating a lot of excitement among investors. The other area I'll call out that was up substantially in terms of fundraising in 2025 is
5:14 / 6:23
from transcript5:14 – 6:23
...infrastructure is quite different. In fact, it's the exact opposite of the history of private equity. So all I mean by that is private equity originated in The US with a bunch of entrepreneurial teams. Contrast that to how infrastructure started, whi
8:08 / 9:21
from transcript8:08 – 9:21
...and infrastructure space for digital given the growth in AI. And it strikes me that, you know, people are worried that we're in some sort of a a bubble, and there may be elements of of AI that are in a bubble. I'm not sure. But what strikes me is dif
15:05 / 16:09
from transcript15:05 – 16:09
...infrastructure is sexy again, so that's kind of cool. It was a long time where it wasn't sexy.
1:28 / 2:43
from transcript1:28 – 2:43
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