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@rebound_capital Even if frontier LLMs commoditize, which seems likely given rapid open-source and Chinese progress, Google’s capex in GCP positions it as the essential compute and inference layer powering those models, capturing recurring revenue even from labs disrupting Search. It’s a hedge.

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@Tjonesonthenba Libation

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@BluthCapital Llm’s will be commodities and the computer layer will be where businesses profit. Google owns both

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@benbstwits There isn’t an AI bubble. Only a frontier lab one

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@HardRockBet Anthony street clothes Davis. Not thank you

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@APompliano As investors in spacex and anthropic, it appears to be a well hedged bet

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@anah_sahh Because Europe and America stole capital, and then exceptionally talented people moved to where the capital is

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@anah_sahh Over half of UK’s top leagues (especially Premier League) and 70%+ in France’s Ligue 1 are not of European descent.

Why then aren’t the best football clubs in Africa, the Caribbean, and Middle East?

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@abelsimon123 @munster_gene It’s the first step to genai paid ads, the revenue category no one is calling yet for Google

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@ChrisGPT There are no throwns, only temporary highly replaceable leaders

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@Xyra__7 @grok Grok

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@Sumanth_n83 @realmadhuguru Because Google is the primary customer

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@KatieMiller The problem is the paradigm of therapy is individualistic. It should be reshaped to bring family based.

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@danyay @macastel3 OpenAI and anthropic aren’t American entities. They’re private entities with private shareholders

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@RyanFedasiuk @SecScottBessent Why don’t they file a lawsuit if they have evidence of IP theft?

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@jimcramer Explain how china would get our data.

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@jimcramer You really need to learn how this works before you comment on it. A customer running kimi on gcp or aws isn’t sending their data to china

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@AlexKennedyNBA All of a sudden Jalen brown got traded to the sixers

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@MrDanielBuck No shit

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@shaunmmaguire The Chinese model is just code. How do you ban code