3 ms·
> Excluding But you don´t get to to that. Would be like "Excluding my business costs, my company profits are the same as my revenue".
by hansmayer 2mo ago
> Excluding
But you don´t get to to that. Would be like "Excluding my business costs, my company profits are the same as my revenue".
- aoeusnth1 2mo agoThe return on capital is also phenomenal. To be a bear, you have to assume that will crater.
- delecti 2mo agoI think the point is more: as soon as they stop with the AI silliness they'll return to being a quite strong business.
- mr_toad 2mo ago> But you don´t get to to that. You can, and for tax purposes you must. The bean counters hate that you can’t deduct capex.
- jhpankow 2mo agoEBITDAI
- overfeed 2mo agoThe implication is if AI implodes, the AI-related expenses go away and what remains is a great business.