Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play
Sharp Tech with Ben Thompson
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Investing in the Future and Shareholder Reactions
Exploring the concept of companies investing in the future versus focusing on quarterly earnings, the chapter highlights the societal benefits of exuberant spending and innovation despite potential risks. It delves into the unpredictability of shareholder reactions and stresses the importance of allowing companies to take risks and potentially fail in the market system for fostering innovation. Additionally, it examines case studies of Apple's services addiction and Boeing's challenges in the aviation industry, discussing issues related to market expectations and government regulations.
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