# Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

Page: https://stenobird.com/podcast/focused-compounding-608401/ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown
Text version: https://stenobird.com/podcast/focused-compounding-608401/ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown.md
Podcast: [Focused Compounding](https://stenobird.com/podcast/focused-compounding-608401)
Published: 2025-12-07T19:17:08+00:00
Episode link: https://focusedcompoundinginvest.podbean.com/e/ep-474-ai-capex-nflxwbd-deal-and-the-fisvlrn-meltdown/
Audio file: https://mcdn.podbean.com/mf/web/zpjcei7r35tbvrkx/12_7_25_Pod_Final.mp3
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JSON: https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown
Duration seconds: 3724

## Resource

00:00 Intro00:50 Berkshire buying $GOOGL: AI revenue06:35 Mag7 heavy capex12:30 Circular nature of AI16:27 Thoughts on the $NFLX / $WBD deal29:00 $FISV / $LRN massive sell-off43:00 Insurance business heading into 202645:50 Housing industry51:00 Capital cycles 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

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## Transcript

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