Mark Cuban thinks many data centers will turn into pickleball courts He was on the The All-In Podcast making the case that AI infrastructure is being overbuilt His comparison is the 90s when everyone raced to lay fiber-optic cable Then technology got more efficient, and what followed was the... cables became useless, and companies lost billions on infrastructure nobody needed Now he sees the same setup with AI. Companies are signing 10 and 20 year power contracts betting that compute requirements never drop, and they will Cuban says the losers won't be retail investors this time It'll be: • Venture capital funds • Private equity • Institutional investors who went all inshow more

@theallinpod He also thought Kamala would be a good president so… I wouldn’t bank on it

@carlquintanilla @theallinpod

@theallinpod Mark has lost the plot on this one. Robots are going to require a lot of compute.

@theallinpod He’s become a very confident idiot. Remember he thought Kamala would be great president

@theallinpod A friend made the exact same comparison to me 2 months back. I said railroads and canals. He said fibre optic cables.

@theallinpod Could possibly be the only thing in the galaxy @mcuban and I agree on...

@theallinpod Mark Cuban has been irrelevant since forever Most known as ex mavericks owner

@theallinpod Maybe one day but we are nowhere near that point now atleast I think Mark is just severely out of touch with the current state of things in this current AI race. This is the modern day era of the cold war and the winner will determine alot of the future of the world unfortunately

@theallinpod Except all that fiber optic cable is being used now. Are you really trying to compare 90s computing and internet infrastructure to today? Cmon stop looking at surface level bullshit

The fiber comparison ends somewhere other than where he's taking it. That cable didn't become useless, it got bought out of bankruptcy for cents and carried the entire broadband era. The asset survived. The capital structure didn't. Which means the right question isn't whether it's overbuilt, it's who's holding the paper when the writedown clears and who buys the hardware at the auction.

@theallinpod Isn’t this the guy that said the NFL would collapse in ten years, back in 2014?

@theallinpod Mark cuban is so irrelevant. Who cares what he has to say..

@theallinpod Just like the internet infrastructure You know how this goes Mark

@theallinpod He may be right about the infrastructure, but with 401ks gobbling up the overvalued tech sector, you best believe retail will be the exit liquidity for this bubble just like they always are

@theallinpod Get in now. The rotation into pickleball equipment suppliers will be huge. Pickleball paddle shortages causing mass price increases and exploding margins and FOMO. Picklebubble. $AS, $SKX, $LTH make us rich.

@theallinpod so far he has been correct. Best quote. "If you go all-in and don't win, you just spent a trillion dollars to be an app." Well said. LOL> A fucking app on ur phone.

Bandwidth is finite; fibre-optic cables transport data. There is a natural biological saturation point for human bandwidth consumption. Once a user has enough speed to stream a 4K video without buffering, adding 100x more speed doesn't change their behaviour. The telecom companies overbuilt because they planned for demand that human eyeballs physically couldn't consume.

@theallinpod This motherfuckers claim to fame was selling at the height of the internet bubble.

@theallinpod As much as Mark Cuban is annoying, must hand him this one. He’s right. Hence the intensely clenched buttocks of the private equity and private credit crowd these days, respective to their returns of course.

@theallinpod @Geo_papic brother, weren’t you saying this like a year and a half ago?

@theallinpod I mean, he’s not wrong, nobody can predict well, so can’t he. Not saying what he says is wrong, it may happen as he says, but if it doesn’t, companies who chose to not spend money will be left behind. It’ll cost more to not spend than to spend.

@theallinpod In a macro environment defined by structural energy deficits and grid bottlenecks, the primary asset secured by a 10 or 20-year Power Purchase Agreement is not the building or the chip rack, it is the grid interconnection queue position and guaranteed physical electron delivery.

@theallinpod His premise 'might' be wrong this time. 100% depends on the return of value from AI. The setup isn't like dotcom with some silly website as a front end for your business.

@theallinpod Yesss

@theallinpod massive if this thought becomes reality. We need a financial crisis that hurts those ruining and corrupting the economy, not the average retail investor.

@richriker @theallinpod I have been saying this for over 18 months

@theallinpod He has to shut up

@theallinpod he is the last person i would listen to… we do use all fiber cables put in 90th and we lay more each year, the recent one connects London and NY exchanges. Next, there is no AI without datacenters. If we plan to produce millions of robots each year we better have enough compute

@theallinpod It’s all Hopium, oh, but wait, they have real revenues😜 but what are the revenues of all this investment🤣🤣🤣🤣🤣

@theallinpod But what’s the alternative? Be a sitting duck and get eaten by your competition?

@theallinpod Laying fiber was a money laundering scheme to pump Wall Street bags and create a retail investor piranha feeding frenzy of buying as exit liquidity. The data center boom for artificial intelligence is exactly that and I think Mark Cuban is a loser douchebag but he's right.

@theallinpod Most probably wont even be built. But the rest will probably become gulags or insane asylums. America really is ground zero for when SHTF.

@theallinpod I rarely agree with him, but hes right this time.

@theallinpod So Cuban is saying that we don't use all of that fiber cabling now? I thought it all got bought up when prices collapsed, but maybe he's right, it goes completely unused now because the growth of Internet-usage never happened after the 90's peak capacity.

@theallinpod The issue with the comparison is that the companies that laid fiber optics everywhere did it before it was needed and we only used about 5% of the capacity so they all went out of business. Nowhere near the same issue demand for power is real. 10 - 20 leases are the proof