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
Feb 25, 2026 negative
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…”