Lol, I guess Mark just fomo of AI revolution🤣. I tend to believe AI for meta is just another metaverse for Meta. Looking back, the right strategy for Meta is probably be like Apple, which does not spend heavily on capex but partner with a model provider to enhance the core business.
HyperScaler Prisoner’s Dilemma
The AI spending race is starting to look like a classic Prisoner’s Dilemma.
$MSFT, $META, $AMZN, and $GOOGL would probably all benefit if they collectively slowed capex growth and focused on profits. But nobody wants to be the first to blink and risk falling behind.
As long as the arms race continues, $MU and $SNDK are the obvious beneficiaries.
The risk? Wall Street keeps upgrading memory stocks as if AI spending can only go up. If the hyperscalers ever decide that enough is enough, the same consensus that pushed estimates higher could get crushed just as quickly.
No. Public cloud business is actually hard to enter. You need infra, 24/7 customer external client support, sales channel etc. The only cloud business I imagine that could work woule be the neocloud model which is just hardware and datacenter and nothing else. If you think about the xAl and anthropic deal, I think that could be possible. But that is not the traditional public cloud business.
@bearmoon28 because $META doesn't have a public cloud business and cannot easily resell the capex(data center, nvdia cards/racks) to others and $msft has suffered a lot in term of stock price. Imagine #msft cut the capex and use the cash for stock buy backs.
The worst thing that can happen to the market right now is actually a peace deal.
A real peace deal gets you one 3% up day.
“Sources say a peace deal is very close” gets you a 3% up day every week.
今天被很多人忽略的大新闻
Google 发布实时翻译模型 :Gemini 3.5 Live Translate
- 能在70多种语言之间做到边听边译
- 同时保留说话人的语调、节奏和音高
- 不用等说完才翻,全程只比说话人慢几秒
- 自动滤除噪音,嘈杂环境也能用
- Google Translate App 新增「听筒模式」贴耳即听翻译
- 开发者可通过 Gemini Live API 和 Google AI Studio 直接调用
自动语言检测:
不需要提前告诉模型「我说的是中文,帮我翻成英文」。你直接说,它自己判断你在说什么语言,自动翻成目标语言。
SpaceX may be one of the greatest companies ever built. But at a $135 IPO price, the stock is already pricing in the REALLY bull case: ~$1.7T EV, 91x 2025 revenue, and near-flawless AI + Starship execution.
Great company. Hard security. Not advice.
Don't just reset Codex rate limits for fun, it costs money.
Don't just reset Codex rate limits for fun, it costs money.
... but the vibes are good ...
I have reset Codex rate limits for ALL paid plans to celebrate a good week and allow everyone to build more with GPT-5.5. Enjoy
Don't just reset Codex rate limits for fun, it costs money.
Don't just reset Codex rate limits for fun, it costs money.
... but the vibes are good ...
I have reset Codex rate limits for ALL paid plans to celebrate a good week and allow everyone to build more with GPT-5.5. Enjoy
@ZeeContrarian1 This is very true for now until a big market shock happen then the option seller needs to sell the stock to hedge against the option they sold. The gamma flip will accelerate the downside. For now I think as long as Trump does not send groun troop there is no major downside risk