This article aims to answer two questions: When will interest begin to accrue and CapEx drag down stock erode profit? When will depreciation and amortization begin?
Tag: GOOG
Pros and cons of Open Weights, Open, and Closed AI models, and top vendors
China’s open weighted model is not only 60-90% cheaper, but its functionality is also very close to that of top-tier American models. Western AI companies have distilled Chinese models including Mistral distilling DeepSeek; Meta Muse Spark used Qwen from Alibaba, Thinking Machines Inkling uses DeepSeek-V3; and Cursor’s Composer 2 was built directly on Moonshot.
The king of AI Alphabet (Google)
The alphabet has once again confirmed my view; this further reinforces the claim that the The king of AI Alphabet (Google)！
Tech giants’ AI strategy are shifting
Investors who follow the US stock market will undoubtedly notice that the five top tech giants are quietly undergoing a significant shift in their AI strategy.
The pros and cons of investing in Alphabet amid AI evolution
Because Alphabet’s business is so vast and complex, it’s difficult to discuss the pros and cons of investing in Alphabet.
Some AI software vendors are starting to make money
2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.
When AWS is no longer impressive
For nearly 20 years, AWS has been a significant driver of its stock price. However, the day after the release of its second-quarter 2025 financial results, Amazon’s stock price plummeted 8.27%, demonstrating investor disappointment with the results.
Li Lu, Munger’s disciple, and his Himalaya Capital
He met Munger on Thanksgiving Day 2003, and they became lifelong friends. Meeting Munger was one of the most important events that changed Li Lu’s life. Munger said Li Lu was the only outside manager he had invested in and called him “China’s Warren Buffett.”
AI inference chips vs. training chips
AI inference involves unique algorithms designed by each manufacturer, it must be customized. Customized chips are essentially ASICs, so AI inference chips are primarily ASICs.
How staggering are 5 Tech giants’ AI capital expense
Five tech giants’ AI capital expense is projected to approach $400 billion in 2025, even exceeding the EU’s defense budget for the entire year of 2024