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Kurt Wagner

Mentioned in 2 analyzed podcast episodes across 2 shows

Appears On

Bloomberg Daybreak: US Edition Bloomberg Tech

Episode Appearances

Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

“Reported on Meta's CapEx guidance increase for 2026”

Cloud Infrastructure Spending and ROI JustificationAI Model Training vs. Inference EconomicsEnterprise AI Adoption and Sovereign Data Requirements

Bloomberg Tech · Apr 23, 2026

Tesla Plans Additional $25 Billion in Spending

“Investigated AI-generated CSAM exponential growth (1.5M reports in 2024) and law enforcement resource crisis”

Tesla Capital Expenditure Strategy and AI InvestmentSemiconductor Manufacturing and Vertical IntegrationAutonomous Vehicle Deployment and Regulation