Thematic Investors Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing
Dec 18, 2023
Alan Bezoza, telecom investor at DigitalBridge, discusses telecom sector evolution, cloud wars, AI-driven power demands, and strategic investments by tech giants like Google and Amazon. He explores the future of telecom, chips, and AI, highlighting the balance of power requirements and the advantages of residing in Denver for telecom investing.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 5min
Evolving Cloud Ecosystem and Power Demands in Data Centers
04:50 • 21min
Adequacy of Bandwidth for Fixed Wireless Internet and Investment Strategies
25:40 • 9min
Exploring Telecom Investing and Advantages of Being in Denver
34:21 • 3min
Exploring the Future of Telecom, Chips, and AI
37:00 • 6min