Big Tech
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jan 25, 2025 by John Coogan · across every show →
Everything said about Big Tech, oldest first
Jan 25, 2025 bullish
Coogan: Risk-Reward Payoff Heavily Favors AI Overinvestment for Big Tech
“If you under invest and AI is real, you're screwed. If you overinvest and AI is real, you're great. If you overinvest and AI isn't real, you still have a lot of assets. It's still valuable. Like there was a lot of dark fiber that wound up getting used later on…”
Mar 15, 2025 positive
Microsoft is much more willing to support US defense than other tech giants
“They, as you said, they have been much more willing than the other big tech companies to think of themselves as an American company, which is incredibly important and also be willing to work with the government on programs where, you know, there's potentially …”
Apr 28, 2025 negative
Kovacevich: Federal antitrust agencies targeted Big Tech companies before finding violations
“I think what happened in those cases was like, they had the target in mind and then they worked to find a case they could bring. Right. And so I think that's why, like, you know, these cases have like varying degrees of strength to them because they started wi…”