AI CapEx: What the Hyperscalers Are Telling Us
This is one of my favorite Kilby use cases.
I fed Kilby three transcripts (GOOGL, META, MSFT) and instructed Kilby to: “Read the 3 attached transcripts as an equity research analyst would do. Read in entirety. Then, write an executive summary that highlights key shared themes if any with an eye toward capitalized expenditures (cap ex) as this is an indicator of AI-related investment. Make the output a polished PDF file as I wish to circulate it to investors.”
The below is the output to my open-ended prompt, which is different from Kilby’s pre-defined transcript analysis function - “debrief” - which is an institutional-grade investor product.
Here is the PDF version (HERE), or read the thumbnails below.
