StarZero Try the podcast clipper →

CapEx Spend

topic on 3 shows · 3 statements across 3 episodes

the a16z Podcast Big Technology 20VC

3 statements about CapEx Spend, every show

a16z Assertion Supported
Raghuram: Hyperscaler capex hits $700 billion this year, $1 trillion next year
“Next year, supposedly, it's going to reach a trillion dollars collectively across the bay. [296] Raghu Raghuram: Hyperscamers this year, it's about 700 billion dollars, right?”
Raghu Raghuram Aug 28, 2026 ▶ 4:51 Why Top Founders Are Racing Into AI Infrastructure
BIG TECHNOLOGY Assertion Supported
Siegler: Apple's CapEx spending is down year-on-year relative to peers
“Apple is still going down relative, like they're down year on year in CapEx spend relative to their peer group.”
M.G. Siegler Aug 10, 2026 ▶ 14:10 Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
20VC Prediction Not checkable as stated
O'Driscoll: 30% chance tech CapEx growth slows within five years
“There is at least some probability, pick a number, 30%, that it doesn't happen this way.”
Rory O'Driscoll Mar 19, 2026 ▶ 8:10 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings

← every entity, every show

Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more