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cover of episode Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure

Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure

2024/8/5
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Prof G Markets
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People
E
Ed
参与金融播客，分析和讨论金融市场趋势和变化。
S
Scott
通过积极的储蓄和房地产投资，实现早期退休并成为财务独立运动的领袖。
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Scott: 本期节目讨论了美联储会议、星巴克财报、达美航空技术故障及科技公司资本支出等问题。他认为，尽管美联储维持利率不变，但经济依然良好，民主党在信息沟通方面做得不好。他还分析了星巴克在中国市场的扩张战略失利，以及Elliott投资公司可能介入，要求其削减成本，调整扩张策略。此外，他还讨论了达美航空的CrowdStrike技术故障事件，以及科技公司在AI领域的巨额资本支出。 Ed: 他对消费者情绪主要受政治而非经济因素影响的观点进行了补充说明。他还对美联储主席鲍威尔明确表示利率可能在9月份下调，降息周期即将开始的观点进行了分析。此外，他还对霍华德·舒尔茨对星巴克的公开批评，以及他对公司此前在中国市场的投资决策进行了反思。他还评论了达美航空CEO对CrowdStrike技术故障事件的回应过于软弱，应该考虑终止与CrowdStrike的合作，以及企业对特定科技供应商的依赖性。

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Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expenditures have become so outrageous. Scott and Ed also discuss why Bill Ackman struggled to attract funds for his IPO, and what that says about a chronically online group of people. Note: For our analysis on Friday’s selloff, tune in to Prof G Markets on Thursday for our discussion with Mark Mahaney, Evercore’s Senior Managing Director and head of internet research.

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