Electric Cars and Meta Subs
Follow-up on the Ferrari Luce (and Teslas), and speculating on Meta's motivation for launching ads.
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Anthropic and xAI
Elon Musk is good at building infrastructure; he — and the market — have decided that Anthropic is better at using it.
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Google and Meta Earnings
Google is rewarded for having a cloud business; is Meta better off because they are building for themselves?
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