Gavin Baker · Invest Like the Best · 25 January 2022
“From 1999 to 2019, they spent $62,000,000,000 on CapEx. They're going spend $87,000,000,000 in 2020 and 2021. That's crazy.”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Gavin Baker is on record saying.