28 episodes taggedApproximate match across all podcasts
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WATCH SAAS

All podcast episode summaries matching WATCH SAAS β€” aggregated across every podcast we track.

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Quotes & Clips tagged WATCH SAAS

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AI infrastructure financing is evolving rapidly through creative debt structures and GPU collateralization as capital expenditure is projected to hit $700 billion by 2026.

β€œThe question isn’t who has the best model, but who has the most creative financing to build out AI infrastructure and beyond.”

β€” Sarah Guo

Market rotation from software-as-a-service (SaaS) into infrastructure may be overextended as the industry prepares for a major shift from training to inference-optimized workloads.

β€œThe question isn’t who has the best model, but who has the most creative financing to build out AI infrastructure and beyond.”

β€” Sarah Guo
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