Alex Kantrowitz
speaker
843 appearances
1 recordings
1 series
first heard Jul 2026
last heard 31 Jul
Alex Kantrowitz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Gemini.
Meta's not in the conversation.
No.
So, okay, so now he's going to go out and spend.
I think it was interesting to hear that Wall Street so doesn't believe, after seeing the sort of what Meta has put out, Wall Street so doesn't believe in their capability to build anything in AI.
I just read the notes on the call.
It seemed like analysts were practically begging Zuckerberg to lease out the compute that they bought.
So here's a question for you, Josh, because I think you rightly pointed out on Halftime Report that one of the reasons why Microsoft did so well was because they didn't increase their CapEx.
Right.
Meta did the same thing.
But their free cash flow is falling.
Okay.
So I'm going to put the opposite scenario of the one I was talking about earlier, which is like there could be an AI winner.
If AI works, it'll be interesting to see, like, let's say you're Microsoft.
You're Microsoft.
You're growing.
You're
You're growing your Azure revenue by 43%.
If you slow down your plans because of what the market is telling you to do, you could end up being behind.
And like, you know, they have backlogs, right?
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