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“the reason why Toto is a subject of interest isn t their toilets, but rather the fact the Japanese company also plays a critical role in the AI supply chain.”
@Stratechery
The famous Japanese toilet maker secretly powers the AI supply chain, with semiconductor parts now generating over half of its total operating profit.
TOTOYLONG@ MYR 1.33
MYR 1.36+2.81%
since call Jul 10
peak +3.8%
“That article traces past Meta mistakes as well as those of investors who doubted the company, all to frame current investments in AI and the massive opportunities that remain central to the Meta s fut”
@Stratechery
Meta is pouring up to $145 billion into AI infrastructure to secure its future and crush the investors who doubted Mark Zuckerberg's vision.
METALONG@ $683.86
$566.14-17.21%
since call Jul 10
peak +2.1%
“XBOX CEO Asha Sharma announced plans to eliminate 3,200 jobs, or around 20% of its staff over the next 12 months... the Game Pass initiative that was the last great hope for XBOX has been a failure.”
@Stratechery
Microsoft's Xbox division is cutting 20% of its staff as its last great hope, Game Pass, proves to be an abject failure.
MSFTSHORT@ $394.30
$472.16-19.75%
since call Jul 10
peak +1.8%
TIMESTAMPS
in article
in article
in article