The speaker argues that even if AI labs' revenue continues to rise, their cash flows cannot fund all desired infrastructure; the optimal scenario is to use as much credit as possible to build beyond what lab cash flows can finance.

“world and there's a diffusion aspect of the technology but ultimately labs revenue keep going up they can't cash flow fund everything the optimal scenario is you actually use credit as much as you can to fund because even if cash flows from the labs fund a lot of stuff you want to build more than that and so there is some amount of credit that gets built our current modeling has five trillion dollars of credit and six trillion dollars of cash funded infrastructure investments through 29”