SHOW DIRECTORY
Sohn Conference Foundation
Conversations selected for BidClub's technology and investment research archive. BidClub currently indexes 37 episodes.
BIDCLUB DESCRIPTION
37 EPISODESENSELECTED SOURCE
SUBSCRIBE[Feed_]
Language
Watts, Wafers, and the Future of AI Infra | Gavin Baker
Patrick O'ShaughnessyGavin Baker
Anthropic added $11B of ARR in March while tech reached its cheapest relative valuation in 10 years, making the drawdown a differentiated demand signal rather than a capitulation event.At a rumored $900B on $50B ARR, Baker estimates unconstrained run-rate revenue of $100–200B, while TSMC’s capacity choices remain the key bubble test and orbital compute threatens terrestrial power-and-cooling ramps.