The Dino Podcast
Spotify’s AI product manager Denis Beslic is back on The Dino Podcast. We discuss the massive buildout of data centers that provide compute for the ongoing AI boom. Big tech’s capital expenditure plans have reached staggering levels. We discuss: will the payoff ultimately materialize from all this spend? What is underneath the hood of the circular deals announced by market participants? And is the AI infrastructure boom sustainable, or a bubble that is ready to pop?
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