# Big Capex for the Big Techs

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Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/big-capex-for-the-big-techs.md
Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574)
Published: 2026-02-10T13:03:51+00:00
Episode link: https://podcasters.spotify.com/pod/show/barry532
Audio file: https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/4e2821bf-4dd3-4a72-885c-cff8d71ce9a3/episode.mp3
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JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/big-capex-for-the-big-techs
Duration seconds: 1839

## Resource

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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## Transcript

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