About this episode

Barry and Ernest discuss the latest financial results and capital expenditures of major tech companies.

Barry and Ernest are back and discuss Apple's strong results, Microsoft and Meta's mega-capex splurge, and Brookfield Asset management's new CEO Connor Teskey.  0:00- Intro 7:20- Apple's record iPhone sales 11:48- Apple's memory and chip constraints 16:35- Microsoft's Azure miss 20:10- Big tech returns on AI capex 22:01- Meta's motivations for AI 25:48- Brookfield Asset Management's new CEO 

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