Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
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Capital Expenditures in Tech Giants
This chapter examines the rising trends in capital expenditures (CapEx) among major technology companies, such as Google and Amazon, and the implications of this spending on their free cash flow. The conversation highlights the expected returns on AI investments and the upcoming changes in computational resources leading to an intelligence revolution. Additionally, it discusses the evolving dynamics of startup funding and the financial challenges faced by analysts in predicting the future of these rapidly changing markets.
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