Episode
Big Capex for the Big Techs
- Published
- Feb 10, 2026
- Duration seconds
- 1839
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/barry532
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Summary
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