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Tech Spend

topic on 2 shows · 2 statements across 2 episodes

No Priors Big Technology

2 statements about Tech Spend, every show

NO PRIORS Prediction Not checkable as stated
Gil: Tech could reach 15% to 30% of US GDP by 2035
“And AI is a driver of this, right? Because you're taking services and you're taking certain types of jobs and you're augmenting them with AI and you're converting them into effectively software spend or tech spend. And you can make different assumptions about …”
Elad Gil Feb 19, 2026 ▶ 23:37 The AI Code Slop: Risk or Opportunity?
BIG TECHNOLOGY Assertion Supported
Tom Lee: Much of Tech CapEx Is Maintenance, Not AI
“Not a hundred percent of tech spend is AI. A lot of it is maintenance CapEx and expansion CapEx and, you know, the catch up for spending that's been deferred because of COVID, et cetera.”
Tom Lee Jun 25, 2025 ▶ 0:53 Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like

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