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Which podcasts are discussing META?
340 ATTRIBUTED IDEAS · 80 EPISODES · 22 SHOWS
The shows · from the most recent 100 ideas
Prof G Markets
WSJ What's News
Bloomberg Surveillance
The Options Insider Radio Network
CNBC Fast Money
Eurodollar University
Motley Fool Money
The Compound and Friends
Monetary Matters with Jack Farley
The Twenty Minute VC
Thoughtful Money
a16z Podcast
Marketplace
Unchained
Wealthion - Be Financially Resilient
What Bitcoin Did
Afford Anything
All-In with Chamath, Jason, Sacks & Friedberg
Empire
Odd Lots
The Dividend Cafe
The Tim Ferriss Show
Where the discussion went deepest
10 AUG2D AGOPROF G MARKETS · 06:00
Big tech valuations are frothy, entering 'crazy town'
“The case argued: big tech valuations have become excessively frothy, with multiples expanding to levels that ignore underlying business risks and AI ROI uncertainty.”
Bulls vs. Bears: Who’s Right About This Market?
Core thesis · 5/5Verify in source →
7 AUG5D AGOMOTLEY FOOL MONEY · 28:00
7 AUG5D AGOPROF G MARKETS · 2:00
Big Tech's AI spending as Botox for middle age
“The guest argued that massive AI investments by mature 'Magnificent 7' companies represent an artificial attempt to inject growth, driven by fear of being left behind rather than a clear path to profitability.”
Aswath Damodaran: Big Tech Has No Idea How AI Pays Off
Core thesis · 5/5Verify in source →
7 AUG5D AGOPROF G MARKETS · 10:00
Big Tech's shift to capital-intensive manufacturing
“The guest argued that Big Tech (excluding Apple) has fundamentally shifted from a high-return, low-capital business model to a capital-intensive 'manufacturing' model due to AI investments, requiring investors to now judge them on returns on invested capital.”
Aswath Damodaran: Big Tech Has No Idea How AI Pays Off
Core thesis · 5/5Verify in source →
3 AUG1W AGOPROF G MARKETS · 25:00
Big Tech earnings: AI monetization rewarded
“The hosts argued the market is rewarding Big Tech companies that can show clear AI revenue (Microsoft, Amazon) and punishing those spending heavily without a monetization story (Meta).”
How Leverage Turned An AI Boom Into A Crash
Core thesis · 5/5Verify in source →
3 AUG1W AGOPROF G MARKETS · 11:30
Big tech's AI spending risks free cash flow
“The bear case argued that massive, potentially irresponsible AI infrastructure spending is turning big tech's free cash flow negative, raising questions about capital allocation discipline.”
How Leverage Turned An AI Boom Into A Crash
Core thesis · 5/5Verify in source →
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