# Ep.460 A $500 Billion Bubble: Analyzing the Disconnect Between Tech Capex and Actual Business Utility

Page: https://stenobird.com/podcast/good-morning-money-6980643/ep-460-a-500-billion-bubble-analyzing-the-disconnect-between-tech-capex-and-actual-business-utility
Text version: https://stenobird.com/podcast/good-morning-money-6980643/ep-460-a-500-billion-bubble-analyzing-the-disconnect-between-tech-capex-and-actual-business-utility.md
Podcast: [Good Morning, Money!](https://stenobird.com/podcast/good-morning-money-6980643)
Published: 2026-05-08T13:00:00+00:00
Episode link: https://www.buzzsprout.com/2406281/episodes/19145807-ep-460-a-500-billion-bubble-analyzing-the-disconnect-between-tech-capex-and-actual-business-utility.mp3
Audio file: https://www.buzzsprout.com/2406281/episodes/19145807-ep-460-a-500-billion-bubble-analyzing-the-disconnect-between-tech-capex-and-actual-business-utility.mp3
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Duration seconds: 87

## Resource

Stop paying for the hype. Market data shows tech spend hitting $500 billion this year, but most of it is just "bubble" behavior. Buying 20 different AI tools for text and meeting summaries isn't a competitive edge—it's just increased overhead with zero productivity gain. The infrastructure is still being built. Stop funding the hype cycle and start focusing on actual ROI. Send us Fan Mail

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## Transcript

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