Buybacks give them “the right” to purchase shares, it doesn’t not require them to We need basic Finance 101 on Tech Twitter

I work with customers every day and talk about this problem The issue is the IT organization wants to build some pet project use cases rather than fully understand what the business units are actually trying to solve Plus, 95% of organizations don’t even track their success

There was some quote Satya said once that Azure added more capacity in the last quarter than the first 5 years of Azure combined The Hyperscalers are at incredible scale

We're living in Groundhog Day

If you think OpenAI is somehow going to make it out the other end profitable, I have a bridge to sell you

I don’t think I’ve said a truer statement

You will watch the slop and be happy anon

Bingo

Who knows more about AI and the threat to the industry? Morgan Stanley or Adobe Basically ignore this and Adobe will do fine

Every company I work with I continue to see this Maybe Dario was onto something

Accurate

Bingo

Prediction was spot on. Just didn’t realize OpenAI would do it themselves vs. the consumer apps

22% Gross Margin on Inferencing, nice

No better way to enter Halloween Season These are starting to become an extinct species

Claude's limits are actually dogshit It's so clear they're trying to get profitable ASAP We already know their AWS costs are >100% of revenue today But at least try and disguise these weak limits

$1 Trillion in CAPEX for hyper-personalized slop

This is just the Cloud 2.0 and you can’t convince me otherwise Nobody knew or thought Cloud infra would be as profitable as it is today