Google Earnings, the Frontier Case, Amazon Earnings

Stratechery，Stratechery，Ben Thompson 关于科技商业、战略与影响力的深度分析博客。关注
Google Earnings, the Frontier Case, Amazon Earnings 图片 1

Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.

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