{"podcast":{"title":"Focused Compounding","slug":"focused-compounding-608401","podcast_index_feed_id":608401,"rss_url":"https://feed.podbean.com/focusedcompoundinginvest/feed.xml","website_url":"https://focusedcompoundinginvest.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/14983184/PB-Logo-01.jpg","author":"Andrew Kuhn and Geoff Gannon","episode_count":478,"summary":"QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/","last_synced_at":null,"page_url":"https://stenobird.com/podcast/focused-compounding-608401"},"episode":{"title":"Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown","slug":"ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown","published_at":"2025-12-07T19:17:08+00:00","page_url":"https://stenobird.com/podcast/focused-compounding-608401/ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown","show_page_url":"https://stenobird.com/podcast/focused-compounding-608401","url":"https://focusedcompoundinginvest.podbean.com/e/ep-474-ai-capex-nflxwbd-deal-and-the-fisvlrn-meltdown/","audio_url":"https://mcdn.podbean.com/mf/web/zpjcei7r35tbvrkx/12_7_25_Pod_Final.mp3","summary":"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...","meta_description":"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 /…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3724,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/focused-compounding-608401/episodes/ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/focused-compounding-608401/ep-475-ai-capex-nflx-wbd-deal-and-the-fisv-lrn-meltdown.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}