#google is hosting #meta in #GCP ..a deal that might run into ten billions over next six years .. and may be double cuz who knows how much infra #AI is…»
#AI is a tsunami .. only those companies would survive who anchor their ships deep ..
#Meta was chasing the metaverse ! And now it is paying 100s of millions in comp for…»
#bigTech #mag7 are caught between a rock and a valley deep ...
Rock - If you don't have own LLM you are toast - #Apple #Microsoft #Amazon
Valley - If you have…»