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| Title | Published |
|---|---|
Amazon.com (AMZN) Cancels $427 Million Loudoun County Data Center Project Amazon.com (AMZN) Cancels $427 Million Loudoun County Data Center Project | about 1 hour ago |
Bro went from a 700-person village in Slovakia to Google then built an app that makes $2k/day Bro went from a 700-person village in Slovakia to Google, then built a startup that got bought by Amazon.Meet Rasty. After high school he moved to Boston to work for a security company that got acquired by Google. | about 6 hours ago |
Chamath: “$0.70-75 of Every Dollar” of AI Spend Is VC Money. The Real Winners Are Already Publicly Traded Chamath: “$0.70-75 of Every Dollar” of AI Spend Is VC Money. The Real Winners Are Already Publicly Traded | about 7 hours ago |
Chamath: “$0.70-75 of Every Dollar” of AI Spend Is VC Money. The Real Winners Are Already Publicly Traded [IMAGE CREDIT: Dean Drobot and ภาพของoselote via Canva] Key TakeawaysChamath Palihapitiya estimates that 70 to 75 cents of every dollar spent on AI right now is venture money, spent by AI companies that don’t make a profit. Much of that money ends up at Microsoft, Amazon and Alphabet, and they can survive a shakeout far better than the AI labs paying them. | about 7 hours ago |
Amazon’s AWS Has Already Sold “a Good Chunk” of 2028 Capacity Amazon’s AWS Has Already Sold “a Good Chunk” of 2028 Capacity | about 7 hours ago |
Amazon’s AWS Has Already Sold “a Good Chunk” of 2028 Capacity Andy Jassy says AWS capacity years out is already spoken for, yet Amazon is burning cash at a pace that raises an uncomfortable question about who exactly is doing the booking and what happens if their funding dries up. | about 7 hours ago |
Can Amazon Take Market Share From Nvidia in the AI Chip Race? Amazon's AI chips just got a leg up in their ability to compete with Nvidia's GPUs, but don't expect them to have much of an impact on Nvidia's results. | about 8 hours ago |
Amazon.com (AMZN) Cancels $427 Million Loudoun County Data Center Project
Amazon.com (AMZN) Cancels $427 Million Loudoun County Data Center Project
Bro went from a 700-person village in Slovakia to Google then built an app that makes $2k/day
Bro went from a 700-person village in Slovakia to Google, then built a startup that got bought by Amazon.Meet Rasty. After high school he moved to Boston to work for a security company that got acquired by Google.
Chamath: “$0.70-75 of Every Dollar” of AI Spend Is VC Money. The Real Winners Are Already Publicly Traded
Chamath: “$0.70-75 of Every Dollar” of AI Spend Is VC Money. The Real Winners Are Already Publicly Traded
Chamath: “$0.70-75 of Every Dollar” of AI Spend Is VC Money. The Real Winners Are Already Publicly Traded
[IMAGE CREDIT: Dean Drobot and ภาพของoselote via Canva] Key TakeawaysChamath Palihapitiya estimates that 70 to 75 cents of every dollar spent on AI right now is venture money, spent by AI companies that don’t make a profit. Much of that money ends up at Microsoft, Amazon and Alphabet, and they can survive a shakeout far better than the AI labs paying them.
Amazon’s AWS Has Already Sold “a Good Chunk” of 2028 Capacity
Amazon’s AWS Has Already Sold “a Good Chunk” of 2028 Capacity
Amazon’s AWS Has Already Sold “a Good Chunk” of 2028 Capacity
Andy Jassy says AWS capacity years out is already spoken for, yet Amazon is burning cash at a pace that raises an uncomfortable question about who exactly is doing the booking and what happens if their funding dries up.
Can Amazon Take Market Share From Nvidia in the AI Chip Race?
Amazon's AI chips just got a leg up in their ability to compete with Nvidia's GPUs, but don't expect them to have much of an impact on Nvidia's results.