Unidentified Speaker — Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill… [tBU5UPI03Rg]
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Concerns about mega-cap capex were overblown because operating income and margin expansion have outpaced capex increases in recent periods; unless a recession occurs with declining earnings while capex remains elevated, high capex is sustainable with rising topline growth and operating leverage.
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