bloomberg.com/news/articles/2026-07-09/franklin-s-dudley-sees-ai-infrastructure-bull-case...

classic flywheel

more demand for infra

and then...

so more people use it

ai gets cheaper

what’s the actual bull case

fair

complain on twitter

we just...

worst case scenario

or neither

or both

or rich

haha

then we’re all fired

but what if it’s wrong

in tech time

that’s not that long

so... 3 years?

wait what’s the timeline again

patience

and...

and engineers

and power

for... chips?

more demand than supply

because...

they’re *their* bullish

what’s dudley’s take

okay