Name: The Hidden Costs of High AI Capex
Uploaded: 2025-08-20T20:24:55.215-05:00
Duration: 6 min 42 s
Description: Philip Straehl thinks the next wave of growth is “uncertain” as generative AI takes the wheel. While he is bullish on AI, he argues heavy AI capex spending has hidden costs. He compares it to other historical periods where industries spend heavily on a new technology and then have difficulties monetizing it.

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Philip Straehl thinks the next wave of growth is “uncertain” as generative AI takes the wheel. While he is bullish on AI, he argues heavy AI capex spending has hidden costs. He compares it to other historical periods where industries spend heavily on a new technology and then have difficulties monetizing it.

The Hidden Costs of High AI Capex

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