Amazon’s massive CapEx increase makes me much more nervous than Google’s, but it is understandable. With Stratechery Plus you ...
Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified.
The best Stratechery content from the week of February 2, 2025, including the future of software, SaaSmageddon and Super Bowl ads, and madness in basketball and football.
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