Sunday, August 2, 2026/Compiled from 7 shows at 7:57 AM ET/13 episodes reviewed · 167 quotes on file
META'S $280B AI GAMBLE — Company Piles on $80B in Debt as Spending Spree Spooks Investors

The Lead · heard on 2 shows

META'S $280B AI GAMBLE — Company Piles on $80B in Debt as Spending Spree Spooks Investors

Meta's stock stumbled after revealing it will spend up to $137.5 billion on AI this year, with analysts forecasting that number could double next year. The spending spree is projected to push the company into negative cash flow for the first time since its 2012 IPO.

The tape WSJ Tech News Briefing · Jul 31
Next year, analysts are forecasting the consensus is around $174 billion dollars, but some of the analysts believe they're going to spend upwards of $200 billion dollars, maybe even as much as $280 billion dollars.
Meta’s AI Spending Starts to Spook Investors
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The a16z Show · Marc Andreessen and Chris Dixon: What’s at Stake in Crypto RegulationAug 1

'ONCE IN A GENERATION' — a16z Partners Urge Congress to Pass Landmark Crypto Regulation

Venture capitalists Marc Andreessen and Chris Dixon are calling for swift passage of the Clarity Act, arguing the "once in a generation market structure legislation" is crucial to determine "where the future of the financial system and internet get built."

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