Uploaded October 2025 | Updated September 2026, 2 weeks ago
The artificial intelligence boom has sparked one of the costliest building sprees in history. By 2028, investment in chips, servers and data centers could hit nearly $3 trillion, according to Morgan Stanley. To help fund the build-out, tech companies are taking on huge amounts of debt, raising concerns of a possible bubble. On the latest episode of the Bold Names podcast, Martin Casado, a general partner at Andreessen Horowitz, who leads the firm’s $1.25 billion infrastructure practice, speaks to WSJ’s Christopher Mims and Tim Higgins, about whether the industry’s biggest bet in decades will deliver returns. Casado explains why he is optimistic about AI and how this moment compares to the internet buildout of the 1990s.
Chapters:
00:00 Intro
3:12 Series A Investing
4:45 State of AI Investment
6:50 Is this an AI bubble?
14:30 Will AI investments pay off?
17:30 When will we see ROI?
19:45 Where are the opportunities?
23:45 The future of innovation
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
Let us know what you think of the show. Email us at BoldNames@wsj.com
#Tech #Business #WSJ
The artificial intelligence boom has sparked one of the costliest building sprees in history. By 2028, investment in chips, servers and data centers could hit nearly $3 trillion, according to Morgan Stanley. To help fund the build-out, tech companies are taking on huge amounts of debt, raising concerns of a possible bubble. On the latest episode of the Bold Names podcast, Martin Casado, a general partner at Andreessen Horowitz, who leads the firm’s $1.25 billion infrastructure practice, speaks to WSJ’s Christopher Mims and Tim Higgins, about whether the industry’s biggest bet in decades will deliver returns. Casado explains why he is optimistic about AI and how this moment compares to the internet buildout of the 1990s.
Chapters:
00:00 Intro
3:12 Series A Investing
4:45 State of AI Investment
6:50 Is this an AI bubble?
14:30 Will AI investments pay off?
17:30 When will we see ROI?
19:45 Where are the opportunities?
23:45 The future of innovation
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
Let us know what you think of the show. Email us at BoldNames@wsj.com
#Tech #Business #WSJ
