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Big tech is sacrificing its cashflows to prop up the AI boom
- HerbManic 6mo agoThis is why I feel places Google/Microsoft/Amazon have the longer term edge. They simply have much longer run ways to get these systems to profitability than say Open AI & Antropic. TheY later are are relying soon to happen IPO money and trying to monetize these systems ASAP, others like Google can subsidize these things for so much longer.
- 1vuio0pswjnm7 6mo ago"The profits of big cloud-computing firms (Amazon, Google, Meta, Microsoft and Oracle) are rising inexorably. Yet the amount of cashflow they generate after capital spending is falling."