SCOUT· 57%38m·2026-08-06·MoneyThe economics of the AI companies is being tested with Alex Pollak | Loftus Peak
Big Tech is pouring unprecedented amounts of capital into AI infrastructure, but is it a once-in-a-generation investment opportunity or the beginning of an expensive arms race? Loftus Peak CIO Alex Pollak joins Ren to unpack why hyperscalers continue to spend despite growing bond market concerns, whether AI models…
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“Half of Google's AI Cloud "revenue" came from Anthropic funded by Google themselves. 70% of Microsoft's AI sales "revenue" came from OpenAI funded by Microsoft themselves. Everyone is using AI , mostly the free version. Who is spending bill…”
“This has to be one of the more ridiculous takes. “Keep it simple, look at their costing and then figure out a revenue model”. Neither of these two have a fucking clue- they are riding a wave and are merely passengers. If the people inside a…”
“Jess starts investing “the 1,600 dollar question” here: “the 1 trillion dollar question”😂”
“Apple isn't capital spending and it is nowthe worlds biggest co”
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