@SixSigmaCapital "fund the AI trade", as though that is their goal. They are integrating vertically to avoid these pricing pressures and to be able to meet demand at lower cost
@Crussian17 It's just confusing and misleading to not specify the 20% price increase ... I'm assuming you mean the 15% hikes in "GPU instances / EC2 Capacity Blocks for ML"
@NewsFromGoogle@Android It's amazing how little useful information there is on google finance to evaluate businesses; just high, low, price, and some 1-year multiples with some trash articles at the bottom. Despite the great works of humanity, this is what we get to be able to evaluate companies.
@RihardJarc So all they are doing is sticking a camera and speakers on glasses? Yikes. I guess the fact they would have AI isn't a complete flop, but weak sauce.
@SteadyCompound I wonder if this is smaller companies recognizing they don't have the same strategic advantages as big tech who have already integrated vertically
@Venu_7_@Proud_plants Booooo booooo booooo
Everything is a fucking advertisement.
Just look up a bull thesis instead of engaging with this perma-salesman
@LogicalThesis What is the definition of "Hyperscaler"?
What models doesn't Meta have?
Who is actually a tollbooth for compute in a way that is superior to META?