The Compound and Friends cover image

The Regret Zone

The Compound and Friends

Tech Giants, Cloud Revenues, and Investment Trends

24min Snip

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Exploration of public cloud revenue trends, capex growth among tech giants, and potential challenges and opportunities for new trillion-dollar companies. Discussion on the market evolution with language models, venture capital growth opportunities, and a defense tech company's innovative approach to software-connected hardware for defense purposes. Reflection on investment trends, down rounds, and regional differences in venture mentalities, focusing on the dominance of the West Coast in funding and risk-taking.

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