CapEx Champions, Shareholder Laggards
53:57–54:21 · 24s
Josh invokes AT&T/Verizon’s multi-decade 1G–5G spend to question whether hyperscalers’ massive AI CapEx actually rewards shareholders; the dividend joke lands but the concern lingers.
53:57–54:21 · 24s
Josh invokes AT&T/Verizon’s multi-decade 1G–5G spend to question whether hyperscalers’ massive AI CapEx actually rewards shareholders; the dividend joke lands but the concern lingers.
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