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big six

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 5, 2025 by Jason Lemkin · across every show →

Everything said about big six, oldest first

Jun 5, 2025 neutral
Assertion Supported
Lemkin: Big six tech companies spent an unprecedented $212B on CapEx
“The second Mary Meeker one was showing that the infrastructure spend is unprecedented in the history of internet, right? That the big six spend two hundred twelve billion on CapEx.”
Jason Lemkin Jun 5, 2025 ▶ 39:50 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
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