Google Earnings, The Frontier Case, Amazon Earnings

Stratechery by Ben Thompson

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.

Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.