00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles

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Podden och tillhörande omslagsbild på den här sidan tillhör Andrew Kuhn and Geoff Gannon. Innehållet i podden är skapat av Andrew Kuhn and Geoff Gannon och inte av, eller tillsammans med, Poddtoppen.