A Book with Legs cover image

Amar Bhide - Uncertainty and Enterprise: Venturing Beyond the Known

A Book with Legs

CHAPTER

Navigating Uncertainty in Tech Investments

This chapter explores the challenges of uncertainty faced by hyperscale tech companies, focusing on their AI capital expenditures. It critiques the correlation between low profit margins and diminishing returns, drawing lessons from past industrial revolutions to question the sustainability of current business strategies.

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