Wednesday, January 5, 2011

Is Google Now Microsoft? Facebook Bull Thinks So

Rare is the company that keep up hyper levels of revenue growth forever. Even if you agree with this view, Facebook itself is going to be "legacy," sooner or later.

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How Big a Problem is Buyer Concentration in the AI Value Chain?

If OpenAI and Anthropic drive 48 percent of Google Cloud revenue in 2027, is that a problem? Some might say “yes,” to the degree that custo...