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Home > Focused Compounding > Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
Podcast: Focused Compounding
Episode:

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
Category: Business
Duration: 01:02:04
Publish Date: 2025-12-07 19:17:08
Description:

00:00 Intro
00:50 Berkshire buying $GOOGL: AI revenue
06:35 Mag7 heavy capex
12:30 Circular nature of AI
16:27 Thoughts on the $NFLX / $WBD deal
29:00 $FISV / $LRN massive sell-off
43:00 Insurance business heading into 2026
45:50 Housing industry
51:00 Capital cycles
Total Play: 0