Focused Compounding
Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 1:02:04
- Mais informações
Informações:
Sinopse
00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles
