
Episode #128
Smart Humans: Pre-IPO Investor Briefing on AI Infrastructure companies and Fluidstack w/ Sacra's Jan-Erik Asplund
Brought to you by Templum Recorded 7/13/26 Slava Rubin and Jan-Erik Asplund explore the rapidly growing AI infrastructure market, focusing on Fluidstack and other key companies, technological trends, and investment opportunities. They discuss the energy demands of AI, the business models of neoclouds, and the risks and rewards of investing in this dynamic space.

