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Alan Bezoza
Thematic investor specializing in telecom investing at DigitalBridge
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Dec 18, 2023 • 43min
Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing
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.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode