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Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
Microsoft’s earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.
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Timeline cronologica
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Meta Earnings, Meta’s Timing Problems, The Financial Tail
Meta’s earnings were a bit disappointing; future promises about AI products were more disconcerting.
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Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
Microsoft’s earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.
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Google Earnings, The Frontier Case, Amazon Earnings
Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.