return on invested capital

also referred to as: roic

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jun 7, 2022 by Chamath Palihapitiya · across every show →

Everything said about return on invested capital, oldest first

Jun 7, 2022 positive
Insight
Chamath: ROIC is critical for capex-intensive physical product companies
“ROIC is incredibly, incredibly important, especially when you make real things and you need to spend capex.”
Chamath Palihapitiya Jun 7, 2022 ▶ 10:00 #AIS: Bestie AMA with Valor's Antonio Gracias
Aug 9, 2025 bullish
Assertion Partly supported
Gavin Baker: ROIC for tech companies has risen alongside AI investments
“You can calculate some, you know, something called return on invested capital, and it's actually gone up. Since they started making these AI investments.”
Gavin Baker Aug 9, 2025 ▶ 19:49 OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
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