Investing Power Hour #56: No MSFT/ATVI Deal; Big Tech Earnings; Update on Banking Crisis
Chit Chat Stocks
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The Negatives of Reality Labs
A lot of the costs for the CAPACs have been AI, right? Or AI related investments. If that's not a one time thing and that's a permanent upspend, it's going to hurt their margins over the long term unless the monetization is that much better. And they don't have a cloud infrastructure division to outsource the, you know, to sell those costs and capabilities to other people. They have all the cost of cloud and another revenue. But I do think in general, I don't know why. Look, Medicare totally worked from here. It could double again over the next five years. We're going to talk about cloud next week because as we
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