Lafont: US internet companies spend 20x more on CapEx than Chinese peers
Thomas Laffont · Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back! · Jan 25, 2025 · at 1:18:31
Investor Thomas Lafont compares US and Chinese technology infrastructure investment on The All-In Podcast.
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“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.”
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