E420: Why Infrastructure Is a $40 Trillion Opportunity
What if the biggest AI investment opportunity isn’t AI companies, but the infrastructure required to make AI possible? David sits down with Stuart Waugh, Managing Partner of Northleaf Capital Partners, to explore why the AI boom is creating massive demand for power, data centers, communications networks, and other…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
More from How I Invest with David Weisburd
See all episodes →
E440: What Steve Jobs Taught Me About Great Founders
E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley
Similar episodes from other shows
More like How I Invest with David Weisburd →
How to Make Money From the Booming Demand for Energy
Pete Davies: Where are the Risks and Rewards Over the Next Decade? | #24
Beating the Market: Connor Teskey, CEO Brookfield Asset Management
64%Your Portfolio Wasn't Built for This
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.