Ben Thompson / Stratechery:

Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute  —  What does the most beautiful business model of all time look like?  —  First, imagine that your supply is free.

Ben Thompson / Stratechery:

Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute  —  What does the most beautiful business model of all time look like?  —  First, imagine that your supply is free.

Source: TechMeme
Source Link: https://www.techmeme.com/260602/p65#a260602p65