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Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Maximizing Returns on Capital Investment
Two different perspectives were presented on the amount of return companies need to see on a $200 billion investment in CapEx. One perspective suggests that a 5% improvement in the labor force could justify the investment, while the other perspective focuses on increasing global GDP to 3 to 4% to compensate for the investment. The speaker leans towards the latter argument, emphasizing that technology investments are competitive weapons that do not necessarily lead to free net income, as capitalism ultimately competes away margins.
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