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Feb 10
30m 39s

Big Capex for the Big Techs

Barry Schwartz
About this episode

Barry and Ernest are back and discuss Apple's strong results, Microsoft and Meta's mega-capex splurge, and Brookfield Asset management's new CEO Connor Teskey. 


0:00- Intro

7:20- Apple's record iPhone sales

11:48- Apple's memory and chip constraints

16:35- Microsoft's Azure miss

20:10- Big tech returns on AI capex

22:01- Meta's motivations for AI

25:48- Brookfield Asset Management's new CEO 

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