Amazon expects to spend roughly $220 billion in CapEx in 2026, yet CEO Andy Jassy says the company is still leaving meaningful AI demand on the table.
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Day 2 is stasis. Followed by irrelevance. Followed by excruciating, painful decline. Followed by death. And that is why it is always Day 1.
Jeff Bezos
A personality-driven business is somehow both powerful and fragile at the same time. Witherspoon's whole 'homecoming' narrative is complete PR, in my opinion. She sold control of Hello Sunshine when money was dumb.
Polina Pompliano
A combined entity is an incredible concentration risk, where Tesla continues to build inside of China. If SpaceX and Tesla combined it would be in the area of a corporation with a market cap of around $3.5 Trillion dollars. To put things in perspective that's about equal to the GDP of France.
Michael Spencer