Defending Big Tech’s AI splurge
Update: 2025-09-03
Description
Barry and Ernest are back from summer vacation and discuss why companies need to think locally in international markets, before breaking down how Big Techs can earn healthy returns on their massive capital spending on AI.
1:41- Ernest getting stuck in Europe
5:37- Importance of local operators
9:04- Couche-Tard’s failed Carrefour deal
14:50- Market update
21:24- Google’s strong performance
26:24- What’s the return for big tech capex?
33:20- Will AI displace traditional software?
36:25- How AI impacts Constellation Software
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