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Mark Mahaney

Mentioned in 2 analyzed podcast episodes across 2 shows

Appears On

The Compound and Friends Prof G Markets

Episode Appearances

The Compound and Friends

The Compound and Friends · Apr 28, 2026

Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby

“Forecasting modest Amazon beat but concerned about Q2 guidance due to CapEx spending”

Earnings Season 2025 - Big Tech GuidanceSemiconductor Earnings Revisions and ValuationAWS AI Workload Migration and Cloud Growth

Prof G Markets · Feb 5, 2026

Google Doubles Down on Spending as AI Fear Returns

“Analyst who coined term 'DHQs' (dislocated high-quality companies) for high-quality stocks experiencing panic-driven selloffs”

Google Q4 Earnings and Capex StrategyAI Infrastructure Investment CycleSoftware Sector AI Disruption