Search · resolved
Which podcasts are discussing T?
13 ATTRIBUTED IDEAS · 11 EPISODES · 8 SHOWS
The shows
Barron's Streetwise
The Compound and Friends
We Study Billionaires - The Investors Podcast Network
Animal Spirits
Bloomberg Surveillance
CNBC Fast Money
Marketplace
Motley Fool Money
Where the discussion went deepest
22 JUL3W AGOBLOOMBERG SURVEILLANCE · 15:26
AT&T convergence model drives growth
“AT&T's multi-product bundling strategy of fiber and wireless creates a durable competitive advantage through lower churn and higher customer value.”
Bloomberg Surveillance TV: July 22nd, 2026
Core thesis · 5/5Verify in source →
31 MAR31 MARTHE COMPOUND AND FRIENDS · 12:30
Wireless carriers as defensive AI infrastructure
“The bull case made for AT&T and Verizon is that they are now indispensable defensive plays with rationalizing pricing, strong dividends, and critical broadband infrastructure for the AI age.”
Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ
Core thesis · 5/5Verify in source →
8 JUL8 JULMOTLEY FOOL MONEY · 13:30
Cell towers resilient against satellite disruption
“The guest argued that American Tower's core business is well-protected by long-term telecom contracts and physical latency constraints that prevent satellite technology from fully replacing ground cell towers.”
Oil Pulls the Market Lower Again
In depth · 4/5Verify in source →
20 MAY20 MAYANIMAL SPIRITS · 13:00
AI as the 'upload' killer app for infrastructure
“The discussion presented a thesis, via an article and Claude's summary, that AI is the 'killer app' for the next internet era because it demands massive upload bandwidth, flipping the historical dynamic driven by download-centric streaming.”
The Fat Pitch For Bears (EP. 465)
In depth · 4/5Verify in source →
15 MAY15 MAYTHE COMPOUND AND FRIENDS · 09:20
AI CapEx may not accrue to hyperscaler shareholders
“The discussion raised the analogy that winning a capital-intensive market (like wireless) does not guarantee shareholder returns, as profits may accrue to other layers.”
Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson · with Kai Wu
In depth · 4/5Verify in source →
8 MAR8 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 11:40
Exit after a sale; don't stick around
“A lesson from Malone's AT&T experience was framed as: after selling your business, exit promptly; sticking around risks value destruction as you lose control.”
TIP797: Born To Be Wired w/ Kyle Grieve · with Stig
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