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Meta's Smart Glasses, CrowdStrike's Glitch, and the Degenerate Economy

Trends with Friends

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The Cost of Cloud: Growth Brings Revenue

As OpenAI expands its user base, particularly through potential partnerships with large companies like Apple, Microsoft Azure will likely see a significant increase in processing costs. This added expense could double in the coming year, emphasizing the complex financial dynamics at play. While reports suggest substantial losses for Azure, it's crucial to recognize that these figures don't fully capture the revenue generated from the increased demand for processing power due to a growing user base. Understanding this relationship is key to grasping the financial implications for Microsoft.

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