The Minutes of David Friedberg on compute https://minutesof.com/david-friedberg/on/compute/ Everything David Friedberg has said on compute: 2 verbatim quotes from August 2026, each with a timestamp and a link to the recording it came from. en Wed, 09 Sep 2026 00:32:53 +0000 Friedberg argues compute infrastructure investment has obvious high return on invested capital due to extreme https://minutesof.com/q/a6591b34-230f-43af-8b8c-9fcc5b2fe0f0/ https://minutesof.com/q/a6591b34-230f-43af-8b8c-9fcc5b2fe0f0/ “And because of the extreme demand for compute, it's a pretty obvious kind of ROIC model, return on invested capital. So if you make this sort of an investment, you have significant demand for infrastructure.” — All-In Podcast Sat, 08 Aug 2026 00:32:00 +0000 compute