Bill Gates on AI: Why a $40B Data Center Kills Moats | Stock Market
Deep Values: Value Investing Deep Dives · Oct 25, 2026 · 21:57
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Oct 25, 2026 · 21:57
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
Bill Gates says AI will commoditize both cognitive and physical labor over a 20-year transition, and $40 billion data centers are already being built. We look at which moats get weaker, which ones may get stronger, and what that means for estimating intrinsic value.
Chapters
(0:00) The 20-Year AI Transition
(0:40) From Scarcity to Abundance
(1:43) The Numbers and Timelines
(4:28) The Engine of Disruption
(6:16) Erosion of Labor Moats
(8:19) The Numbers and Timelines
(8:59) The Near-Term Threat Matrix
(11:23) The Regulatory Bottleneck
(12:24) Solving the Control Problem
(13:44) The Regulatory Bottleneck
(14:49) From Scarcity to Abundance
(15:32) The 20-Year Bull and Bear Case
(15:51) The Numbers and Timelines
(16:31) From Scarcity to Abundance
(17:32) The Numbers and Timelines
(18:33) The 20-Year Bull and Bear Case
(19:14) Capital Allocation in the AI Era
(20:36) Apps for Value Investors
(21:31) Get the free apps
DeepValues toolkit
• Run the numbers on any stock yourself, free
• Is the market overvalued? Track it with Buffett Indicator (iOS)
• The same market gauge on Android, Buffett Indicator & Shiller PE
• Free research reports on 300+ companies
• Deep Value Intelligence, the multi-agent AI analyst
• DeepValues for iOS, intrinsic value and margin of safety for any stock
• Developer API for your AI agents
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Podcast (Deep Values): Spotify · Apple Podcasts
Episodes: Deep Values: Value Investing Deep Dives
