Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

Martin explains why he thinks infrastructure will always have higher multiples and be more durable than applications. "In software, the true differentiation is technical. And that almost always comes from the actual infrastructure that software is built on."

Jack Altman

110,359 subscribers

45,064 views • 9 months ago •via X (Twitter)

Science & Technology Education Finance

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

"We're going to have billions of agents that will do transactions at a frequency and velocity that is inconsistent with how humans interact with software and financial systems today.” NEAR Intents is more than cross-chain infrastructure. It’s the money rail for agentic finance.

"We're going to have billions of agents that will do transactions at a frequency and velocity that is inconsistent with how humans interact with software and financial systems today.” NEAR Intents is more than cross-chain infrastructure. It’s the money rail for agentic finance.

NEAR Protocol

66,813 views • 6 days ago

🌐🔑 #RIPPLE PAYMENTS AND RIPPLE´S SOFTWARE TECHNOLOGY IS DESIGNED AS "THE SETTLEMENT #INFRASTRUCTURE OF THE NEW FINANCIAL SYSTEM" ‼️ THE FOUNDATION FOR APPLICATIONS, BANKS, INTERBANK INFRASTRUCTURE, AND MESSAGING STANDARDS‼️

🌐🔑 #RIPPLE PAYMENTS AND RIPPLE´S SOFTWARE TECHNOLOGY IS DESIGNED AS "THE SETTLEMENT #INFRASTRUCTURE OF THE NEW FINANCIAL SYSTEM" ‼️ THE FOUNDATION FOR APPLICATIONS, BANKS, INTERBANK INFRASTRUCTURE, AND MESSAGING STANDARDS‼️

XRP DROPZ

33,430 views • 1 year ago

Sam Altman: "Very soon an AI will just be running for you in the background all the time" That entire model is on its way out. But the vision isn't the tell. This is: He says everyone's going to want "so much more of this AI infrastructure than we think." That's not a roadmap. That's a man admitting he can't build chips and power fast enough. The always-on assistant is the headline. The infrastructure bottleneck underneath it is the trade almost nobody is pricing in. That gap is the whole edge.

Sam Altman: "Very soon an AI will just be running for you in the background all the time" That entire model is on its way out. But the vision isn't the tell. This is: He says everyone's going to want "so much more of this AI infrastructure than we think." That's not a roadmap. That's a man admitting he can't build chips and power fast enough. The always-on assistant is the headline. The infrastructure bottleneck underneath it is the trade almost nobody is pricing in. That gap is the whole edge.

plutos

25,662 views • 9 days ago

AI is not one model. It is a five layer industrial stack: energy, chips and systems, infrastructure software, models, and applications. When America leads across that stack, we lead the next wave of growth.

AI is not one model. It is a five layer industrial stack: energy, chips and systems, infrastructure software, models, and applications. When America leads across that stack, we lead the next wave of growth.

NVIDIA Newsroom

13,522 views • 6 months ago

Last year, the $35 billion Canada Infrastructure bank spent 20 times more on salaries & bonuses than on actual infrastructure. They also gave out 8+ million in bonuses to its executives. In 2022, and almost every year since it started, they have spent multiple times more on salaries & bonuses than on actual infrastructure.

Last year, the $35 billion Canada Infrastructure bank spent 20 times more on salaries & bonuses than on actual infrastructure. They also gave out 8+ million in bonuses to its executives. In 2022, and almost every year since it started, they have spent multiple times more on salaries & bonuses than on actual infrastructure.

Dr. Leslyn Lewis

65,941 views • 2 years ago

Software is Infrastructure

Software is Infrastructure

Тsфdiиg

52,658 views • 10 months ago

Steve Eisman on private equity's software problem: "Private Equity investments in these software companies…they’ll never get out.” “…The public multiples have been cut by more than half. There's nothing you can do about that." Eisman doesn’t think mergers solve this either given the multiples will still remain compressed.

Steve Eisman on private equity's software problem: "Private Equity investments in these software companies…they’ll never get out.” “…The public multiples have been cut by more than half. There's nothing you can do about that." Eisman doesn’t think mergers solve this either given the multiples will still remain compressed.

Wall Street Rollup

203,789 views • 2 months ago

The reason LeBron campaigned against the ring culture that he himself proliferated more than anyone that's ever played, is bcuz he knows that no matter what, championships will always mean more to competitors than anything. Phil Jackson explains why MJ is GOAT

The reason LeBron campaigned against the ring culture that he himself proliferated more than anyone that's ever played, is bcuz he knows that no matter what, championships will always mean more to competitors than anything. Phil Jackson explains why MJ is GOAT

Apex Jones

23,507 views • 11 months ago

the next $5 trillion in payments will not be human and that changes everything about how you think about payments infrastructure this is why we built Sui the way we did

the next $5 trillion in payments will not be human and that changes everything about how you think about payments infrastructure this is why we built Sui the way we did

Adeniyi.sui

14,473 views • 1 month ago

I’ve seen comments saying that Rivian software is laggy and bad but guys… a lot of that isn’t true. Rivian builds some of the most gorgeous and functional software in the industry.

I’ve seen comments saying that Rivian software is laggy and bad but guys… a lot of that isn’t true. Rivian builds some of the most gorgeous and functional software in the industry.

Jose | RivianTrackr

23,395 views • 10 months ago

WOW 🚨 Mayor Karen Bass admits on camera that California Democrats haven’t invested in Los Angeles infrastructure “IN DECADES” The city of Los Angeles has taken in $100 billion in taxes in the last 20 years and Democrats haven’t invested in infrastructure. Where does it go?? “We are a large city, and one of the things that I think is so profoundly Unfortunate is that we have not invested in our infrastructure for decades, and this is the consequences. We shouldn't have to always be filling 10,000 potholes”

WOW 🚨 Mayor Karen Bass admits on camera that California Democrats haven’t invested in Los Angeles infrastructure “IN DECADES” The city of Los Angeles has taken in $100 billion in taxes in the last 20 years and Democrats haven’t invested in infrastructure. Where does it go?? “We are a large city, and one of the things that I think is so profoundly Unfortunate is that we have not invested in our infrastructure for decades, and this is the consequences. We shouldn't have to always be filling 10,000 potholes”

Wall Street Apes

171,742 views • 4 months ago

Andrej Karpathy (Andrej Karpathy) — co-founded OpenAI, led AI at Tesla, coined "vibe coding." In 4 minutes he explains why software is changing - and why Claude Skills, MCP servers, and AI agents aren't hype anymore. They're the foundation of how software gets built from now on. Imo, worth every second (i've added subtitles)👇

Andrej Karpathy (Andrej Karpathy) — co-founded OpenAI, led AI at Tesla, coined "vibe coding." In 4 minutes he explains why software is changing - and why Claude Skills, MCP servers, and AI agents aren't hype anymore. They're the foundation of how software gets built from now on. Imo, worth every second (i've added subtitles)👇

darkzodchi

453,741 views • 3 months ago

WE HAVE A HUGE PROBLEM Treyarch Raven Software PLEASE GIVE US AN EXPLANATION WHY THIS IS ALWAYS HAPPENING TO PLAYERS ON A HIGHER SKILL LEVEL

WE HAVE A HUGE PROBLEM Treyarch Raven Software PLEASE GIVE US AN EXPLANATION WHY THIS IS ALWAYS HAPPENING TO PLAYERS ON A HIGHER SKILL LEVEL

NUK3S Santana 🇵🇷

757,312 views • 1 year ago

BC’s growing communities need more schools, hospitals and key infrastructure built quickly. The infrastructure act is all about building BC - it means more shovels in the ground and the good paying jobs that come with them.

BC’s growing communities need more schools, hospitals and key infrastructure built quickly. The infrastructure act is all about building BC - it means more shovels in the ground and the good paying jobs that come with them.

David Eby

18,608 views • 1 year ago

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Shay Boloor

122,716 views • 1 month ago

Built a tiny custom app that lets me yell at my computer and turns it into coherent writing—instantly in my clipboard. Personal software is already here. Mass-market is next. The middle is death. AI differentiation will come down to: - Regulatory leverage - Real network effects - Proprietary data that compounds the experience

Built a tiny custom app that lets me yell at my computer and turns it into coherent writing—instantly in my clipboard. Personal software is already here. Mass-market is next. The middle is death. AI differentiation will come down to: - Regulatory leverage - Real network effects - Proprietary data that compounds the experience

Carl Rivera

18,928 views • 5 months ago

The full-scale war in Ukraine is already in its fifth year. Russia continues attacking our cities, energy infrastructure and keeps killing our people. I'm told that news about Ukraine have almost disappeared from European media. Is that true for your country?

The full-scale war in Ukraine is already in its fifth year. Russia continues attacking our cities, energy infrastructure and keeps killing our people. I'm told that news about Ukraine have almost disappeared from European media. Is that true for your country?

Anton Gerashchenko

50,418 views • 3 months ago

Jensen Huang explains the difference between AI and traditional Software and why there's no bubble. Traditional software was pre-compiled, meaning it was built once, stored, and then executed repeatedly with little computation. It didn’t need constant high-power processing once finished. Users simply ran the completed program as a tool. AI, by contrast, generates its output in real time. It must process context, reason, and produce intelligence at the moment of use, not in advance. This requires ongoing computation for every request. Because of that, AI systems depend on continuous GPU power to “manufacture” responses like a factory producing tokens. So instead of static software tools, AI is an active computational process that needs large-scale, always-on infrastructure to create intelligence dynamically. --- From 'FT Live' YT channel (link in comment)

Jensen Huang explains the difference between AI and traditional Software and why there's no bubble. Traditional software was pre-compiled, meaning it was built once, stored, and then executed repeatedly with little computation. It didn’t need constant high-power processing once finished. Users simply ran the completed program as a tool. AI, by contrast, generates its output in real time. It must process context, reason, and produce intelligence at the moment of use, not in advance. This requires ongoing computation for every request. Because of that, AI systems depend on continuous GPU power to “manufacture” responses like a factory producing tokens. So instead of static software tools, AI is an active computational process that needs large-scale, always-on infrastructure to create intelligence dynamically. --- From 'FT Live' YT channel (link in comment)

Rohan Paul

760,734 views • 7 months ago

Heterogeneous infrastructure scales only if the software stack can keep pace. Open, adaptable software is essential to orchestrate CPUs, GPUs, and accelerators. Without it, heterogeneity turns into fragmentation. Watch to learn more.

Heterogeneous infrastructure scales only if the software stack can keep pace. Open, adaptable software is essential to orchestrate CPUs, GPUs, and accelerators. Without it, heterogeneity turns into fragmentation. Watch to learn more.

Intel

21,469 views • 4 months ago