Microsoft announces $80 billion in AI spending for the year. Stock tanks 10%. $357 billion in market cap—gone.
Didn't expect this take on the market, but it's incredibly insightful. You always mange to find the underlying story, similiar to your piece on tech perception last month.
Thank you!!
No doubt! My question though is what is the moat now.. it use to be code and software and now that is being commoditized.
First party data and individuals brains is the moat
Didn't expect this take on the market, but it's incredibly insightful. You always mange to find the underlying story, similiar to your piece on tech perception last month.
Thank you!!
No doubt! My question though is what is the moat now.. it use to be code and software and now that is being commoditized.
First party data and individuals brains is the moat