2025-01-22
Spyglass
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A look at The Stargate Project: unanswered questions, PR wins, SoftBank only has ~$30B cash, many projects are old news, and Elon Musk trolled the announcement
$500B in CapEx for AI in the US feels like a good thing for US security and for AI's continued progress in capabilities. Google's entire capex in 2024 was $50B. This is a hard amount of money to actua...
2023-10-26
Meta Investor Relations
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Meta reports Q3 revenue up 23% YoY to $34.15B, net income up 164% YoY to $11.58B, and family daily active people up 7% YoY to 3.14B for September 2023
that's what the Ray Ban glasses are for Ryan Deffenbaugh / Investor's Business Daily : Meta Earnings Crushed Targets. Why Is The Stock Falling Anyway? Yuvraj Malik / Reuters : Facebook-parent Meta bea...
2023-10-19
CNBC
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Netflix reports Q3 revenue up 7.8% YoY to $8.54B, vs. $8.54B est., and global paid memberships up 10.8% YoY to 247.15M, vs. 243.88M est.; NFLX jumps 18%+
Netflix co-CEO Ted Sarandos. Julia Alexander / @loudmouthjulia : Netflix: People just want most of what they want in one place. We have a projected $6.5 billion in FCF and are increasing content spend...
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