Thursday, June 7, 2012

Is There a Social Media Bubble?

Whether you believe there is a social media valuation bubble, or not, here's a look at metrics. Run the other way if you hear people saying "it's different this time."
  Social Media Bubble

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Generative AI Capex Seems an Order of Magnitude Higher than Cloud Computing Investment

For some hyperscale firms, the risk of investing in generative artificial intelligence, though real, is mitigated by the ability to grow rev...