infrastructure

3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement May 30, 2017 by Rory Sutherland · across every show →

Everything said about infrastructure, oldest first

May 30, 2017

Insight

Infrastructure spending is more acceptable than psychological solutions

“Because it's always much more acceptable To spend money on infrastructure than it is to spend money on psychology.”

Rory Sutherland May 30, 2017 ▶ 4:15 Rory Sutherland: The Psychology of Advertising

Sep 5, 2018 neutral

Insight

Apple leverages customer access to force partners into funding expensive physical infrastructure

“The messy, high investment, relatively low electronic capital stuff, they would rather gain leverage over other people and force them to do it, to get access to Apple's customers.”

Ben Thompson Sep 5, 2018 ▶ 1:23:12 #40 Ben Thompson: Thriving in a Digital World

Mar 17, 2026 neutral

Disclosure

Teskey: Brookfield's top deal-breakers are counterparty and construction risk

“Of deals that we choose to pursue, but then, you know, in diligence or in structuring decide to walk away, there's two reasons that Are most common. One, we don't like the revenue construct or the corporate credit counterparty that backstops that revenue const…”

Connor Teskey Mar 17, 2026 ▶ 21:35 Beating the Market: Connor Teskey, CEO Brookfield Asset Management

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infrastructure

Everything said about infrastructure, oldest first

Turn any episode into a week of clips.