Alphabet

AI AI has quietly transformed from a software story into a capital intensive industry and most investors have not updated their models

5 min 1.2K views

AI Big Tech is spending $725 billion on AI infrastructure and the market is starting to ask when that bill comes due

5 min 1.6K views

AI Alphabet is finally showing the AI receipts investors wanted

6 min 768 views

AI Google commits $40 billion to Anthropic and the AI funding arms race enters a new era

5 min 798 views

AI Google revealing that three quarters of its new code is AI-generated marks a turning point for how software gets built

4 min 703 views

FINANCIAL MARKETS SpaceX IPO Could Be a Windfall for This AI Stock

4 min 716 views