Big Capex for the Big Techs
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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