Surviving the AI Capex Boom

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Salutations, Olio aficionados! 👋

Midweek greetings to all, as we unveil the 203rd chapter of Weekly Olio—a delightful concoction of laughter, insight, and a sprinkle of mystery. Within these pages, you'll discover a handpicked selection of fascinating finds from the vast realms of the internet.

Keep your eyes peeled for this week’s Publisher’s Parmesan, arriving this Sunday!

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The Quote󠀢 💭

The Tweet 🐦

How does the nature and need for existence of companies change with the rise of AI agents? This is a summary of a interesting paper analysing how firms will change if AI agents were to rule the world - it takes off from Ronald Coase’s famous Theory of the Firm and rebuilds it for the AI era.

The Infographic 💹

Google is the only company in the world to be vertically integrated when it comes to AI.

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The Short Read 📝

My Blueprint - by Kaz Nejatian

Kaz Nejatian is the recently appointed CEO of real-estate platform Opendoor. Kaz has prepared this blueprint to make it easier for people to work with him. He outlines ten core principles based on which he operates. He starts with a high trust environment, assuming trustworthiness and integrity in team mates and offering a environment that encourages risk-taking while providing cover for honest mistakes.

A central theme for him is - speed. Everything that needs to happen, needs to happen as fast as possible. He champions direct communication and expresses a strong aversion to bureaucracy, org charts and processes. For any aspiring manager, this is a good way to set up and manage a team. Read more…

The Long Read 📜

Surviving the AI Capex Boom - by Sparkline Capital

The AI revolution has hit a tipping point - with almost all US tech firms ramping up infrastructure investments to never seen before levels. While this is being cheered by markets, the historical record warns that firms loading up on physical assets often underperform, thanks to overcapacity, fierce competition and low returns on capital.

The “Magnificent 7” tech giants, which once operated asset‐light and delivered high returns, are now shifting toward much heavier‐asset models—an alarming trend given asset‐heavy firms' historical weaker performance. The authors advise that investors should still believe in AI’s long‐term potential, but rotate away from the highest‐capex infrastructure builders toward a broader set of AI beneficiaries with lower valuations and capital intensity (e.g., early adopters). The full article is worth reading. Read more…

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That’s all for this week. If you enjoyed this edition, we’d really appreciate if you shared it with a friend, family member or colleague.

We’ll be back in your inbox 2 PM IST next Wednesday. Till then, have a productive week!

Peeyush and Mohit

Disclaimer: The views, thoughts, and opinions expressed in the text belong solely to the author, and not necessarily to the author's employer, organization, committee or other group or individual.