Jun. 26 at 12:16 PM
$ORCL $GOOGL $MSFT $AMZN $META Can these Capex donors start to work with each other instead of fighting on killing each other by competing who spends the money quicker?
Yes, AI is a monopoly business, the final winner eats everything but I am afraid if you push each other too hard irrationally, none of you will be that final winner. Instead, maybe a form of Alliance and manage the existing resources rationally will give these companies higher chance to survive till they thrive in AI Business.