Friday, July 17, 2020
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Amazon AI Capex is a Rorschach Test
Amazon capital spending plans are a bit of a Rorschach test test these days: what the picture means tells us more about the viewer’s perce...
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
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