broadband CapEx

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 15, 2026 by Nat Bullard · across every show →

Everything said about broadband CapEx, oldest first

Jan 15, 2026
Assertion Supported
Bullard: Tech CapEx at roughly 2% of GDP exceeds historic megaprojects
“Things like the Manhattan project, electricity, the Apollo project, these are like less than or barely above one half a percent of U.S. GDP at their peak. Even the Apollo project, even the interstate highway project is like six 10th of a percent. Building out …”
Nat Bullard Jan 15, 2026 ▶ 30:06 2026 trends: Gas turbines, Texas’ load queue and China electrifies
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