What Dave Blundin has said about Neocloud providers and AI data center debt
1 quote · 1 episode · Oct 28, 2026
Dave Blundin, Founder and general partner of Link Ventures, co-host of Moonshots, has been quoted on Neocloud providers and AI data center debt once in 1 episode of Moonshots with Peter Diamandis, most recently on October 28, 2026. Each quote below is verbatim and links to the moment it was said.
In their words
Blundin argues compute is sold out for years, so viable data centers will thrive unless they signed bad debt deals.
“I think that all compute is sold out for years. So anyone with a viable data center is going to do incredibly well”
Moonshots with Peter Diamandis: Anthropic’s $2T IPO, Elon Predicts Neocloud Death, and China’s Kimi Catches Up | #306 (Oct 28, 2026) · Listen from 18:37
Episodes
Anthropic’s $2T IPO, Elon Predicts Neocloud Death, and China’s Kimi Catches Up | #306Moonshots with Peter Diamandis · Oct 28, 2026 · 2 h 17 min
Peter Diamandis and co-hosts discuss the neocloud sell-off, Anthropic's IPO, Chinese open model Kimi, Alex Wissner-Gross's chain theory of physics, cloned working dogs, and OpenAI's math results.
Others on Neocloud providers and AI data center debt
- Alexander Wissner-Gross · 2 quotes
- Salim Ismail · 1 quote
- Emad Mostaque · 1 quote
Dave Blundin on other topics
- AI alignment · 4 quotes
- Anthropic initial public offering · 2 quotes
- AI welfare and moral status · 2 quotes
- SpaceX · 2 quotes
- Nvidia H100 · 2 quotes
- AI existential risk · 2 quotes
- Trump Accounts · 1 quote
- Brain-machine interfaces · 1 quote