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: META
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.
a16z, Silicon Valley’s most aggresive venture capital firm
The company’s official name is Andreessen Horowitz, which is from Mark Anderson and Ben Horowitz’s name. Interestingly, because Andreessen Horowitz is too long, the 16 in the company’s nickname a16z represents the total of 16 letters between the first English letter a and the last English letter z. This nickname a16z is now used by most people.
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.
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
How much stock-based compensation company paid?
Meta paid out $41 billion in compensation in 2024; 40% of that was in the form of stock-based compensation. Alphabet’s stock-based compensation was at 35% in 2024.
Magnificent Seven are experiencing a rare dark time
2025 is destined to be a painful year for the Magnificent Seven, and it seems that it has just begun. The share prices of the Magnificent Seven led the market decline, which is rare in history.