Google Earnings, The Frontier Case, Amazon Earnings

Google's earnings confirmed the Anthropic hedge, while Amazon CEO Andy Jassy explained why their capital expenditures were justifiable, according to Ben Thompson on Stratechery.

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.