flâneur

Hyperscalers vs AI Labs Debate, and the Moving AI Frontier

mbi-deepdives.com · 1,983 words · saved by 1 readers

I thought I would cover Microsoft’s earnings today, but let me first respond to a tweet by SouthernValue and then I will share some thoughts on the state of AI models. I recommend you read his pushback to my yesterday’s piece before you read the rest. I will

I thought I would cover Microsoft’s earnings today, but let me first respond to a tweet by SouthernValue and then I will share some thoughts on the state of AI models. I recommend you read his pushback to my yesterday’s piece before you read the rest. I will start with a clarification. When I said Google Cloud’s growth is more "broad based" than AWS, it was only an observation of 2Q’26 and not a prospective one. What the mix looks like going forward is a different question, and given GCP's smaller base plus upfront recognition on TPU hardware sales, “Southern” may well be right that Anthropic

saved by

related reading