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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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Questions About This Episode

What is Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown about?

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 2026 45:50 Housing industry 51:00 Capital cycles 🔍 Want access to an event-driven monitor? Sign up here: 📰 Interested in our free weekly newsletter?

Where can I listen to Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown?

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Which podcast is Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown from?

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown is an episode from Focused Compounding by Andrew Kuhn and Geoff Gannon.

How long is this episode?

This episode is 62:04 long.

When was this episode published?

This episode was published on Dec 7, 2025.

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Are there related episodes from Focused Compounding?

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Quick Answers About This Episode

Where can I listen to Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown?

You can listen to Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown on this page when the episode audio is available from the podcast feed.

Which podcast is this episode from?

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown is from Focused Compounding by Andrew Kuhn and Geoff Gannon.

What are the episode details?

Published Dec 7, 2025 and 62:04 long