Seriously.....No one is saying companies should magically fund infrastructure by “taking money from shareholders” in some cartoonish way. Capital industries already budget for massive upfront costs as part of operating. Data centers, fabs, pipelines, factories, and cloud regions don’t get built by passing a hat around to consumers first.Well, this shows me that this real estate broker doesn't understand how software and manufacturing business work. Yeah, right, take the money that goes to the higher-ups and stockholders to pay for their stuff? Not!!! <sigh>
Stock buybacks, executive compensation, and dividend policy are choices, not laws of physics. When companies see strategic value or competitive pressure, they reinvest internally all the time. Hyperscalers have spent hundreds of billions on capex over the last decade without collapsing shareholder value.
Claiming this shows ignorance of software or manufacturing economics actually misses how those businesses work at scale. Infrastructure investment is how they defend margins and market share long term.
Again, dismissing the argument because of who said it instead of engaging with the substance doesn’t make it wrong.