The David Lin Report · Tuesday, June 30, 2026
Sam Burns raises concerns about the sustainability of the AI business model, questioning how long companies can continue spending billions on capital expenditures for AI infrastructure. This focus on sustainability is becoming a key question for investors over the next year.
“And that's the the question I think people are going to have to face over the next year or so.”
“Um, I think there's been a little more focus on the kind of the sustainability of the AI business model itself uh lately.”
“Uh, which is going to, you know, raise some questions about, you know, how many hundreds of billions of dollars these companies can continue to spend on, uh, you know, kind of capex and and and the uh related expenses, uh, to to run all this.”