I Squared's Dr. Sadek Wahba - it's time to "Build"

The episode features Dr. Sadek Wahba of I Squared discussing infrastructure investing, his path from the World Bank to leading an infrastructure firm, and themes from his book Build. It covers why infrastructure is often taken for granted, how ownership, management and regulation of assets interact, and the investment needs created by AI, power and data centers.

1. Wahba describes infrastructure as “invisible until it’s missing” and says I Squared focuses only on infrastructure.
2. He argues that ownership, management and regulation should not all sit with the same entity, citing Flint, Michigan, as an example.
3. He says the AI boom and need for power and data centers add trillions of dollars of required investment in transmission lines, generation, data centers and fiber.
4. The episode discusses his 2024 book Build: Investing in America’s Infrastructure and his background at the World Bank and Morgan Stanley Infrastructure.