Fupio is the easiest way to share online Learn more »

Stratechery by Ben Thompson

Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.
https://stratechery.com/2026/google-earnings-the-frontier-case-amazon-earnings/

stratechery.comGoogle Earnings, The Frontier Case, Amazon Earnings – Stratechery by Ben Thompson

Sign in or sign up to comment.