Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.
Meta’s earnings were a bit disappointing; future promises about AI products were more disconcerting.
Microsoft’s earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results