Cloud Computing

Google’s $80 billion raise became a fight over AI’s real economics: revolution, hype, or both. The speakers argue over capex, adoption, and who captures the next layer of value.

Theo Browne attacca Google su AI, terminale e cloud: modelli costosi, CLI difettosa, fiducia interna spezzata.

Anthropic’s compute deal, AI monopoly fears, and an FDA-for-AI scare collide with a bullish case that AI is already lifting markets and growth.

OpenAI’s miss, the AI capex boom, and the Musk lawsuit all point to the same bottleneck: power, not demand, is now deciding the market.