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The ROI of AI: When Will These Massive Investments Finally Pay Off? Interview with Simon Erickson
Are we in an AI arms race or a massive overspend? Kasey and Nick sit down with Simon Erickson, founder of 7Investing, to break down the staggering $364 billion spent on CapEx by Meta, Microsoft, Alphabet, and Amazon last year alone.
In this deep dive, we discuss:
-- Why companies like Google and Amazon are vertically integrating their own hardware (TPUs) to avoid Nvidia’s high margins.
--Apple’s "Patient" Approach: Why Apple's flat CapEx isn't a sign of weakness, but a calculated move to let others foot the bill for early-stage inefficiencies.
--Real-World AI Monetization: From "eliminating…
The skinny
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