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CapEx

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jan 25, 2025 by Thomas Laffont · across every show →

Everything said about CapEx, oldest first

Jan 25, 2025 bullish
Prediction Held up
Lafont: Top five US tech companies will spend $312B on 2025 CapEx
“And we know that in total, 20, 25 CapEx for the top five players in the US is going to be three hundred and twelve billion, right?”
Thomas Laffont Jan 25, 2025 ▶ 1:18:07 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
May 3, 2025 positive
Opinion
Sacks: Massive AI CapEx buildout makes sense given token intensity
“So the amount of compute required to serve all these new applications is going to be massive, which is why I think the CapEx build out actually makes sense.”
David Sacks May 3, 2025 ▶ 1:30:19 Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
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