<description>&lt;p dir="ltr"&gt;We did a comprehensive study on the state of data centers. Where is money going? Where should you be betting? Everything you need to know about data centers, all in one place. &lt;/p&gt; &lt;p dir="ltr"&gt;Thanks for tuning in! Catch new episodes every Sunday&lt;/p&gt; &lt;p dir="ltr"&gt;&lt;a href= "https://www.joinpavilion.com/topline-newsletter"&gt;Subscribe&lt;/a&gt; to Topline Newsletter.&lt;/p&gt; &lt;p dir="ltr"&gt;&lt;a href= "https://www.joinpavilion.com/topline-podcast"&gt;Tune into Topline Podcast&lt;/a&gt;, the #1 podcast for founders, operators, and investors in B2B tech.&lt;/p&gt; &lt;p dir="ltr"&gt;&lt;a href= "https://www.joinpavilion.com/topline-slack"&gt;Join the free Topline Slack channel&lt;/a&gt; to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!&lt;/p&gt; &lt;p dir="ltr"&gt;Chapters:&lt;/p&gt; &lt;p dir="ltr"&gt;00:00 Intro and Cold Open&lt;/p&gt; &lt;p dir="ltr"&gt;01:18 Quiz Pro Quo: AI Infrastructure Stats and Energy Costs&lt;/p&gt; &lt;p dir="ltr"&gt;06:14 Market Volatility and the "AI Bubble"&lt;/p&gt; &lt;p dir="ltr"&gt;09:42 Navigating a Brutal Executive Job Market&lt;/p&gt; &lt;p dir="ltr"&gt;11:33 Why Private Market M&amp;A Has Stalled&lt;/p&gt; &lt;p dir="ltr"&gt;13:54 Is This a Crash or the Industrial Revolution?&lt;/p&gt; &lt;p dir="ltr"&gt;26:30 Investing in OpenAI: Risk vs. Reward&lt;/p&gt; &lt;p dir="ltr"&gt;30:23 Optimism Meter: Rating the Market Outlook&lt;/p&gt; &lt;p dir="ltr"&gt;38:25 Debating AI SDRs and Outbound Efficacy&lt;/p&gt; &lt;p dir="ltr"&gt;41:46 Diagnosing Failure: Product vs. Execution&lt;/p&gt; &lt;p dir="ltr"&gt;47:46 Rethinking Valuations: EBITDA vs. Revenue&lt;/p&gt; &lt;p dir="ltr"&gt;57:39 Hiring Trends: The "Step-Up" Candidate Advantage&lt;/p&gt; &lt;p dir="ltr"&gt;01:02:35 Bold Predictions: Nuclear, Events, and Engagement Teams&lt;/p&gt; &lt;p&gt; &lt;/p&gt;</description>

Topline

Pavilion

The $7 Trillion AI Buildout Has a Problem

NOV 30, 202568 MIN
Topline

The $7 Trillion AI Buildout Has a Problem

NOV 30, 202568 MIN

Description

We did a comprehensive study on the state of data centers. Where is money going? Where should you be betting? Everything you need to know about data centers, all in one place. Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast! Chapters: 00:00 Intro and Cold Open 01:18 Quiz Pro Quo: AI Infrastructure Stats and Energy Costs 06:14 Market Volatility and the "AI Bubble" 09:42 Navigating a Brutal Executive Job Market 11:33 Why Private Market M&A Has Stalled 13:54 Is This a Crash or the Industrial Revolution? 26:30 Investing in OpenAI: Risk vs. Reward 30:23 Optimism Meter: Rating the Market Outlook 38:25 Debating AI SDRs and Outbound Efficacy 41:46 Diagnosing Failure: Product vs. Execution 47:46 Rethinking Valuations: EBITDA vs. Revenue 57:39 Hiring Trends: The "Step-Up" Candidate Advantage 01:02:35 Bold Predictions: Nuclear, Events, and Engagement Teams