https://minutesof.com/on/ai-infrastructure/ Everyone on the record about ai infrastructure: 20 verbatim quotes from 4 people, January 2024 to August 2026, in one chronology, each with a timestamp… en Sun, 30 Aug 2026 22:32:46 +0000 https://minutesof.com/q/498c1547-6142-4dfd-9717-055d939ec2fc/ https://minutesof.com/q/498c1547-6142-4dfd-9717-055d939ec2fc/ “It's the single most important thing you could do to increase token output per unit of compute, and then that obviously, definitionally, actually lowers costs,” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 ai infrastructure https://minutesof.com/q/1008cf46-972d-4b15-b3aa-45f932f60fb6/ https://minutesof.com/q/1008cf46-972d-4b15-b3aa-45f932f60fb6/ “There's no human being on the planet that is better at turning electrons into tokens than Elon Musk. Right? Let me say that again.” — Brad Gerstner, Altimeter Capital Fri, 29 May 2026 17:05:40 +0000 ai infrastructure https://minutesof.com/q/61e8f8d6-f0ae-42ed-aa4e-c33b32a5b543/ https://minutesof.com/q/61e8f8d6-f0ae-42ed-aa4e-c33b32a5b543/ “Elon is building the biggest data centers on Earth and eventually in space of anybody, and nobody is better at turning those electrons into tokens.” — Brad Gerstner, CNBC Television Thu, 28 May 2026 17:00:15 +0000 ai infrastructure https://minutesof.com/q/387a95cd-d890-4f6a-b70d-3463af3d5021/ https://minutesof.com/q/387a95cd-d890-4f6a-b70d-3463af3d5021/ “There's no human being on the planet that is better at turning electrons into tokens than Elon Musk.” — Brad Gerstner, CNBC Television Thu, 28 May 2026 17:00:15 +0000 ai infrastructure https://minutesof.com/q/3aab3b19-37a2-4c04-a1ec-5e5018b0ee10/ https://minutesof.com/q/3aab3b19-37a2-4c04-a1ec-5e5018b0ee10/ “with software changing literally multiple times a week, right, PyTorch has nightlies, VLM has nightlies, Asteeling has nightlies, CUDA drivers update constantly.” — Dylan Patel, TensorWave Thu, 30 Apr 2026 18:18:14 +0000 ai infrastructure https://minutesof.com/q/548fba38-3666-49ec-a5fa-dfd869fc6448/ https://minutesof.com/q/548fba38-3666-49ec-a5fa-dfd869fc6448/ “Remember back in 2000, we talked a lot about dark fiber. Only 7% of the fiber going into the ground in the year 2000 was being utilized. 7%.” — Brad Gerstner, Altimeter Capital Tue, 03 Feb 2026 21:01:23 +0000 ai infrastructure https://minutesof.com/q/28161199-1201-4d20-bcda-aa3078c6c6e7/ https://minutesof.com/q/28161199-1201-4d20-bcda-aa3078c6c6e7/ “But there are other companies that we own and love, like Databricks and Snowflake, that are actually accelerating. Why are they accelerating? They are the data substrate upon which enterprises are building agentic solutions.” — Brad Gerstner, CNBC Television Tue, 06 Jan 2026 18:27:14 +0000 ai infrastructure https://minutesof.com/q/01ffca9f-8e11-4998-80d2-adc9447c7130/ https://minutesof.com/q/01ffca9f-8e11-4998-80d2-adc9447c7130/ “Tech companies are investing over the course of the next four or five years, it's about 10 times the size of the Manhattan Project on an inflation adjusted or GDP adjusted basis.” — Brad Gerstner, BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 ai infrastructure https://minutesof.com/q/f01ef787-0218-496c-9b10-9c8217b3118d/ https://minutesof.com/q/f01ef787-0218-496c-9b10-9c8217b3118d/ “One of the more peculiar of all the deals is, and this was disclosed in a CoreWeave filing, was NVIDIA has promised to buy any of CoreWeave's service availability that they can't sell to anyone else.” — Bill Gurley, Bg2 Pod Tue, 14 Oct 2025 23:56:17 +0000 ai infrastructure https://minutesof.com/q/80b86fdf-a612-4f6e-84b0-ea3470e3aaa7/ https://minutesof.com/q/80b86fdf-a612-4f6e-84b0-ea3470e3aaa7/ “So in in Abu Dhabi, they announced a five gigawatt US AI you know, it's a UAE, US AI campus. It's an incredible architectural campus.” — Brad Gerstner, BG2 Pod Thu, 22 May 2025 16:23:05 +0000 ai infrastructure https://minutesof.com/q/df4f224d-99fa-44a3-a351-2c11e7f42795/ https://minutesof.com/q/df4f224d-99fa-44a3-a351-2c11e7f42795/ “People are telling me it's gonna be a prop co op co structure, which I didn't even know it was twenty four hours ago, but it's it's like a one person owns the property.” — Bill Gurley, CNBC Television Fri, 24 Jan 2025 21:30:16 +0000 ai infrastructure https://minutesof.com/q/c6c1ad8c-5c13-4f2b-b47b-f745e6942016/ https://minutesof.com/q/c6c1ad8c-5c13-4f2b-b47b-f745e6942016/ “Another thing that came out this morning that I was kind of waiting on as a proof point, because it didn't make sense to me that it hadn't happened yet, TSMC said they're gonna do across the board 20 price increase.” — Bill Gurley, BG2 Pod Thu, 31 Oct 2024 17:46:51 +0000 ai infrastructure https://minutesof.com/q/0442e975-6387-46e1-861e-c0e1580fb267/ https://minutesof.com/q/0442e975-6387-46e1-861e-c0e1580fb267/ “I said, are we already at the phase of two and three hundred thousand cluster scale? And he said, yes. And then I said, and will we go to 500,000 a million?” — Brad Gerstner, BG2 Pod Sun, 13 Oct 2024 10:35:00 +0000 ai infrastructure https://minutesof.com/q/87f2bdd7-b1c0-4af8-836a-2b8fcf3ab06b/ https://minutesof.com/q/87f2bdd7-b1c0-4af8-836a-2b8fcf3ab06b/ “I could imagine if you had four more reactors sitting here, right, if you could land them at the right price, you could have one reactor for Meta, one for Amazon, one for Microsoft, one for Nvidia, you could have the data center sitting right next to them.” — Brad Gerstner, BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 ai infrastructure https://minutesof.com/q/27c177e8-03c2-4627-956e-295dd3a471e4/ https://minutesof.com/q/27c177e8-03c2-4627-956e-295dd3a471e4/ “MFU is the most important metric because it gives you all of these advantages and ways to differentiate yourself amongst five people, six people who've trained these GPT core class models.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 ai infrastructure https://minutesof.com/q/b18ea10e-8f3d-44a4-afda-d9363c3a12ee/ https://minutesof.com/q/b18ea10e-8f3d-44a4-afda-d9363c3a12ee/ “You could choose between faster time to market. If you run a 50% MFU and your competitor's running 40 for an equivalent amount of trading flops, you could be in market 25% faster.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 ai infrastructure https://minutesof.com/q/2ef0281e-1acf-4b2f-a09a-427746b64fa5/ https://minutesof.com/q/2ef0281e-1acf-4b2f-a09a-427746b64fa5/ “You have the same amount of GPUs and the same amount of power presumably. You could choose between faster time to market.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 ai infrastructure https://minutesof.com/q/91f8d62c-9179-4722-83b1-a80397265ed3/ https://minutesof.com/q/91f8d62c-9179-4722-83b1-a80397265ed3/ “MFU, model flops utilization, and that generally runs around 35 to 40%. And that's literally the percentage of compute, theoretical compute flops that you're actually applying to trading.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 ai infrastructure https://minutesof.com/q/743c4b3d-d172-40cc-bd69-aa8649d5a14e/ https://minutesof.com/q/743c4b3d-d172-40cc-bd69-aa8649d5a14e/ “In fact, I think if people are gonna be critical of anything, a lot of people are looking at the total CapEx of the hyperscalers now at $200,000,000,000 and saying, when are you gonna get a return on the dollars that you're spending?” — Bill Gurley, Bg2 Pod Mon, 10 Jun 2024 14:22:07 +0000 ai infrastructure https://minutesof.com/q/584d2a5d-006f-487e-8ec5-9d97132a3343/ https://minutesof.com/q/584d2a5d-006f-487e-8ec5-9d97132a3343/ “Super Micro took their full year guide up after the bell today by 40%. 40% to $14,000,000,000. So that's why you're seeing these moves.” — Brad Gerstner, CNBC Television Mon, 29 Jan 2024 23:20:37 +0000 ai infrastructure