The Compound and Friends cover image

Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks Appear

The Compound and Friends

00:00

Big Tech Cash Flows, CapEx, and Shareholder Returns

Nick details hyperscalers' operating cash flow, CapEx splits, and how much is returned to shareholders.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app