Home Speakers Matt Garman Quote If you really like the ROIC [Return on Invested Capital] of a business, you want the ‘C’ to be as high as possible. It's not speculative...
Words found on the source page on Nov 6, 2026.
More from Matt Garman Press AWS CEO Matt Garman on why enterprise AI is finally delivering real returns (Platformer podcast) Jun 24, 2026
I asked, 'How many of you are either seeing materially positive ROI today or have a path in the next couple of months to really high ROI?' 90% of hands went up, which is totally different than a year before. Press AWS CEO Matt Garman on why enterprise AI is finally delivering real returns (Platformer podcast) Jun 24, 2026
One of the things that's driven up a bunch of cost of AI is that people were trying to use the best model for every single thing... Press AWS CEO calls AI inference a new building block (Acquired podcast) Feb 11, 2026
It's not just ‘summarize what happened,’ but ‘go process my insurance claims,’... Press AWS CEO calls AI inference a new building block (Acquired podcast) Feb 11, 2026
We build these building blocks, we give this technology, and then we let the world have the creativity to go find some really cool things.
On the same topics Blog Why I still haven't bought into true RSI Sep 19, 2026
I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics. Blog No, Anderson Cooper, AI is not going to kill us all Sep 10, 2026
But in my view, the net effect of the last decade of “Doomer” talk (Coxon appears to be a card-carrying member of that party) has been to make the Frontier AI companies wealthier and more powerful. Blog No, Anderson Cooper, AI is not going to kill us all Sep 10, 2026
Everytime they scream that AI is going to kill us all, VCs toss in billions more. Essay Ways to think about token pricing Jul 9, 2026
The narrow problem with that is that fiber construction was far ahead of demand, where AI compute construction is far behind demand, though, as above, we don’t know what that supply/demand balance will look like in the future. Press SoftBank Group to Build 5 GW of AI Data Center Capacity in France (SoftBank press release) May 31, 2026
AI is entering a new era, and the countries that build the infrastructure for this transformation will shape the future of technology, industry and society... Blog Random thoughts while gazing at the misty AI Frontier Apr 20, 2026
Founders running successful AI companies should all take a cold hard look at exiting in the next 12-18 months, which may be a value maximizing moment for outcomes. About this quote 
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