US internet companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 25, 2025 by Thomas Laffont · across every show →

Everything said about US internet companies, oldest first

Jan 25, 2025 positive
Assertion Contradicted
Lafont: US internet companies spend 20x more on CapEx than Chinese peers
“By the way, another really interesting kind of corollary on this point is the US internet companies spend 20 X what the Chinese companies spend on capex.”
Thomas Laffont Jan 25, 2025 ▶ 1:18:31 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
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