Billion-dollar ‘acqui-hires’ are bad for competition
From Google to Microsoft to Meta, some of the biggest tech deals of the past few years have been staff moves
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Stellar results from Alphabet, Microsoft and Meta cannot yet be attributed to the technology’s usefulness
Meta’s high-spending hunt for AI talent
From football to stock analysis, too many stars make it hard to run a team
There is a data deal to be done by banking incumbents and upstarts
Customer information is either a private asset or a public good
Google outpaces rivals as Big Tech’s AI spending plans rise to $725bn
Meta stock drops on capex increase while Alphabet’s cloud business grows faster than rivals Amazon and Microsoft
The AI job cuts are accelerating
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And the public private assets paradox