# Google Earnings, The Frontier Case, Amazon Earnings > Source: > Published: 2026-08-05 10:00:00+00:00 # Google Earnings, The Frontier Case, Amazon Earnings By Ben ThompsonSource: [Stratechery](https://stratechery.com)Google's earnings seemed to confirm the [Anthropic](/glossary/anthropic) hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable. Get AI news in your inbox Daily digest of what matters in AI.