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Results for "Capex cycle"

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3 results

Episodes

  • The Jaeden Schafer Podcast
    Intelligent Report

    The OpenAI Leadership Dilemma

    The Jaeden Schafer Podcast· Apr 28, 2026

    Google's AI solves unsolvable math, OpenAI's CFO battles Altman over $660B in compute bets, the EU delays its AI Act, and Big Tech earnings kick off a major ROI reckoning.

    Google DeepMindAlphaticaGemini 3 DeepThinkSony AIProject ACE
    openaiai-regulation
  • Dividend Talk
    StandardSummaries only

    Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304

    Dividend Talk· Jul 25, 2026

    Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing this company, it's …

    aiinvesting
  • The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
    StandardSummaries only

    20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Mar 12, 2026

    Understanding these dynamics is crucial for B2B professionals as they navigate the rapidly evolving landscape of AI adoption, regulatory challenges, and workforce transformation, which will significantly impact business …

    AnthropicOpenAIMetaOracleCrowdStrike
    openaianthropicinvesting