Two speakers debate how geopolitical risk and investor preferences shape AI funding. One warns that an Iran war could cut Middle Eastern capital flowing into tech IPOs. The other argues U.S. and China already dominate AI investment, with global money preferring American data centers over Europe or China due to repatriation concerns.
Chapters
if we're in the Iran war for much longer and, you know, access to the sale of oil starts to slow down as the rate goes up, that cash machine coming outta the Middle East to fund these tech IPOs may be slowing down as well.
Oh, I see it the other way actually. AI is clearly happening in just the US and China, and it's very hard if you're global, if you're in Europe or anywhere, very hard to invest in China cuz you know, you're very worried about getting your money back. So all the global capital wants to invest in US data centers, US IPOs, and yeah, the Iran situation scares everybody, at the end of the day, you have to invest in AI. It's going to take over the world, and there's nothing going on in Italy. There's nothing going on in, you know, wherever you are. So you gotta, you gotta pour it into this economy one way or another.