prediction claim
The speaker does not see supply-chain demand for AI infrastructure slowing over the next few years.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
In their words
The transcript segments this claim was taken from
“... line of sight to that slowing down for the next few years.”1:31:07Report a misattribution
0.75how strongly it was put, not whether it is true
0.80importance to the conversation
0.97confidence the claim was read correctly