Patel: Meta and Microsoft may take free cash flows close to zero
Dylan Patel · AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod · Dec 23, 2024 · at 1:24:40
Dylan Patel of SemiAnalysis discusses hyperscaler capital expenditure appetites with Brad Gerstner and Bill Gurley on BG2.
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“I think Meta and Microsoft may even take their free cash flows close to zero and just spent.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
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