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His timing was all wrong, just like the rest of the thundering herds of talking heads and communication majors who parrot press releases and investment gossip b
by 1letterunixname 4y ago
His timing was all wrong, just like the rest of the thundering herds of talking heads and communication majors who parrot press releases and investment gossip boards.
Their fundamentals haven't changed in 2 days. There's a lot of freedom of motion and power with $50 B in AI-GPU-enabled server gear by 2024.
- tru3_power 4y agoWhat do you mean by that
- musicale 4y agoThis is a good point - FB has some smart people working there on actually valuable, tangible things (such as data centers and networks.) AI, AR and VR are largely bets on the future, but they could pay off eventually. Whether they can turn any of this into a successful business (telepresence? gaming? education? healthcare?) that isn't Facebook/Instagram/WhatsApp but has comparable scale remains to be seen, and that's probably why some investors aren't confident.