CapEx

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 6, 2026 by John Coogan · across every show →

Everything said about CapEx, oldest first

Feb 6, 2026 neutral
Assertion Supported
Coogan: Alphabet projects $175B to $185B in 2026 CapEx
“The company said it expected to spend between a hundred and seventy-five billion and a hundred and eighty-five billion in capex in twenty-twenty-six up from ninety-one billion to ninety-three billion in twenty-twenty-five.”
John Coogan Feb 6, 2026 ▶ 20:30 Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
Feb 25, 2026 negative
Insight
Gurley: Easy VC markets lead investors to back ill-fitting, capex-heavy businesses
“Every time venture cap, every time venture capital gets easy, people take or take risk with companies that are less of a great fit for the venture capital model. And when I say a great fit, like they're either heavy capex or they have low gross margins. They r…”
Bill Gurley Feb 25, 2026 ▶ 24:11 Full Interview: Bill Gurley Thinks College Kills Creativity
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