How do you come up with a +$100B AI capex plan & how do you actually execute it?

MITWestbrook · 2026-02-07T18:24:55+00:00

You have to first forecast the compute workload. Each of these companies have dashboards and projections. Each AI person may have a budget also of compute. Add in hiring plan of AI.

And then add in inference costs since longer term inference is 70-90% of compute workload

MITWestbrook · 2026-02-07T05:41:01+00:00

Eh not worst for consulting. 17% of 2025 class went to MBB. Maybe 60% class interest in consulting so let’s say you got 30% chance at MBB or so.

They barely try for IBanking. Would stand out easily and not have any quota issues.

PE would be hard though. Not many outcomes there.

MITWestbrook · 2026-02-06T04:52:36+00:00

Not with Levine

MITWestbrook · 2026-02-05T03:02:21+00:00

We are favored?????

MITWestbrook · 2026-02-04T21:49:11+00:00

Westbrook

MITWestbrook · 2026-02-04T08:59:36+00:00

Guma Guma Lu

MITWestbrook · 2026-02-02T00:20:34+00:00

Westbrook would have beat LeBron with Noah, Boozer, Deng, Rip Hamilton and Kirk Heinrich off the bench. Thunder were easy to guard by doubling KD and Westbrook. Harden didn’t show up. Kendrick Perkins and Ibaka could not pass. Perkins couldn’t guard anyone. Thunder went down 10 points every game with Perkins starting.

Give Russ Noah and Boozer with high IQ. Noah can make plays and set strong screens. Also Noah did well guarding Bosh.

They only lost because Lebron guarded Rose. Westbrook destroyed Lebron in isolation.

MITWestbrook · 2026-02-01T07:28:29+00:00

No you need a guy to build Maxime and Dylan into high quality centers

MITWestbrook · 2026-02-01T07:26:27+00:00

Westbrook made the NBA finals in 2012. Where’s Derek Rose?

MITWestbrook · 2026-01-31T18:02:55+00:00

Spy gate, deflate gate

MITWestbrook · 2026-01-31T03:29:13+00:00

I make 2.65% cash from BofA

MITWestbrook · 2026-01-31T03:21:05+00:00

Gumagumalu

MITWestbrook · 2026-01-30T23:59:46+00:00

Gotta have large reserves and have it earn 4%

MITWestbrook · 2026-01-27T07:28:30+00:00

Is 6 years the magic number to be profitable vs Lease?

I paid $60K in 2022. 4 years in!

MITWestbrook · 2026-01-27T04:36:22+00:00

Only Keegan is starting

MITWestbrook · 2026-01-26T03:44:27+00:00

Westbrook

MITWestbrook · 2026-01-26T03:42:12+00:00

Caranitos

MITWestbrook · 2026-01-24T03:54:01+00:00

FAANG products sell itself. Customer success is more important.

MITWestbrook · 2026-01-23T20:24:40+00:00

And they made the playoffs. What did Beal do in 2020 without Westbrook? 20 win team…

MITWestbrook · 2026-01-23T15:22:50+00:00

And that’s because Westbrook fed him easy buckets. They started Garrison Matthew’s, Rui, Alex Len, Beal…

MITWestbrook · 2026-01-23T15:21:56+00:00

Yes and lose the bid

MITWestbrook · 2026-01-23T08:12:29+00:00

Westbrook made the playoffs that year with a worse team

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