AI now faces similar challenges, raising concerns about overinvestment. If investments are made too far ahead, companies that invest heavily in AI infrastructure may eventually face huge losses if they are unable to generate sufficient returns, just like WorldCom (later acquired by Verizon Communications, ticker: VZ). Same mistake.
Tag: VZ
“The Power Law”, best book for Silicon Valley VC histry
Book “The Power Law” you should read this book if you want to have a deep understanding of the technology industry in the United States and the venture capital industry. This book can be said to be the most complete, clear, and easy-to-read book I ever read in this area.
The commonalities of Buffett portfolio – cheap, fixed income, repurchase
I recently took a general look at Buffett portfolio , and I made some big discoveries. Buffett basically only invests in companies with fixed cash flow income. He likes companies that actively implement stock repurchases. Almost every shareholding has dividends. He likes cheap companies.
Alphabet(Google)’s urgent crisis
Alphabet’s urgent crisis. A few days ago, I wrote a blog article about the strong competitiveness of Alphabet “Consider Alphabet if you can buy one stock only to retire from it?
The importance of the App Store legal battle between Apple and Epic Games
The importance of the App Store legal battle between Apple and Epic Games, Alphabet and Apple forced to lower commissions to 15%
Decisive factor for AT&T and Verizon stocks valuation
The key factors that determine the valuation of AT&T and Verizon stocks