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12 results for “infrastructure scaling”
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
...infrastructure universe, and I know that won't be a surprise. Mhmm. But if you think about even pre the AI boom, we've been in a super cycle, really, over the last decade of increasing both the coverage and availability of digital infrastructure, whi
5:18 / 6:20
from transcript5:18 – 6:20
This infrastructure is just aging, and that causes reliability problems and then also just increased cost. If something ages out or breaks and you need to fix it, that gets added to the right base. What we need is more capacity. This is a supply and
24:35 / 25:53
from transcript24:35 – 25:53
...infrastructure. We need lots and we need lots of it, and we need lots of people to build, operate, and maintain it.
34:29 / 35:33
from transcript34:29 – 35:33
...Infrastructure. That's infrastructure grade. And a lot of the speculative
47:51 / 49:01
from transcript47:51 – 49:01
...infrastructure build out and what happened with, say, the broadband fiber build out twenty five years ago is that that was largely unutilized, when the dark fiber was put into the ground. Whereas it seems like every single data center, as soon as it
15:05 / 16:09
from transcript15:05 – 16:09
...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
...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
...This infrastructure is just aging, and that causes reliability problems and then also just increased cost. If something ages out or breaks and you need to fix it, that gets added to the right base. What we need is more capacity. This is a supply and
23:51 / 25:05
from transcript23:51 – 25:05
...infrastructure space for digital given the growth in AI.
14:15 / 15:33
from transcript14:15 – 15:33
...scaling up our infrastructure the way we need. If power is an issue, we don't need the sticks and wires. We can start maybe go solar, hydrogen. There's many flavors. Yeah. But scaling that up, I think, is is key. And and I think it's wise to invest i
38:07 / 39:17
from transcript38:07 – 39:17
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