

Episode 65: Capex to the Moon!
Apr 29, 2024
Ben Bajarin, a technology expert, and Jay Goldberg, a cloud investment commentator, dive deep into the soaring capex of cloud hyperscalers like Google and Amazon. They analyze the link between capex spending and revenue growth, spotlighting the hurdles in monetizing AI investments. The duo discusses the exciting potential of innovations in AI wearables, AR, and autonomous vehicles, while also contemplating the economic impact of these advancements. They emphasize the importance of clear consumer use cases and the deflationary effects on tech costs.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 5min
CapEx Challenges in the Semiconductor Industry
05:12 • 7min
Evolving Dynamics of Data Centers and Semiconductors
12:21 • 12min
CapEx Dilemma in Tech: A Focus on Facebook and Apple
24:29 • 5min
Evolving Infrastructure Investments in AI
29:54 • 8min
Navigating the Cycles of Tech Innovation and Investment
37:59 • 2min