Ep. 71: AI, AI Owe: AI Ad Revenue, AI Capital Expenditures and Agentic Commerce Analysis; Changes at Dentsu, WPP and Omnicom; Analysis of Pinterest, Roku, AppLovin Earnings and More
Madison and Wall Podcast
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Historical Analogy: One-Time Infrastructure Risks
Brian compares AI CapEx to past telecom build-outs, warning of one-time capacity risks and uncertain outcomes.
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Transcript
