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To be fair to Ed, I’d describe his usual argument (at least currently) as saying that Meta, MS, google are “mature” companies trying to be maintain the high val
by comfysocks 25d ago
To be fair to Ed, I’d describe his usual argument (at least currently) as saying that Meta, MS, google are “mature” companies trying to be maintain the high valuations and growth of a young company, which they no longer are.
If you take this to be his argument, then dan’s numbers are more consistent ed’s claim.
- ngcazz 25d agomore consistent with? more consistent than?
- comfysocks 25d agoYes, “consistent with”. Thanks.
- Danox 25d agoOf the three Google is in the best position. Meta and MS are in trouble. Zuckerberg will survive because he has control of his company, but Nadella is not going to survive Copilot if it don’t work.