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Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown artwork
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Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

Focused Compounding by Andrew Kuhn and Geoff Gannon

Dec 7, 202562:04Business

00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2...

About This Episode

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown is an episode from Focused Compounding by Andrew Kuhn and Geoff Gannon. 00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:2...

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Episode Details

Published Dec 7, 2025, 62:04 long, audio available.

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