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Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
CapEx and Revenue: A Misaligned Evolution
The current phase shift in the market presents a unique scenario where capital expenditures (CapEx) and revenues may align closely; however, historical trends indicate this is unlikely. Previous technological shifts, including the internet, cloud computing, and mobile, all experienced initial CapEx outpacing revenues. This historical context highlights the inherent risks in assuming perfect alignment during this transformative phase.
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