CapEx

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 15, 2026 by Rory O'Driscoll · across every show →

Everything said about CapEx, oldest first

Jul 15, 2026 neutral
Assertion Supported
O'Driscoll: Tech CapEx grew from $200B to $600B in four years
“I mean, you've gone from two hundred billion in capex four years ago to six hundred billion in capex, which means someone is pocketing four hundred billion dollars a year.”
Rory O'Driscoll Jul 15, 2026 ▶ 10:47 Software Isn't Dead. It's Gotten Harder with Scale Venture Partners' Rory O'Driscoll
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