“You know who else is crushing it? Major cloud providers. They're re-accelerating as AI adoption increases. Let's go. This is from KOTU. GCP, Azure, and AWS... now all of them are actually re-accelerat”
Microsoft Azure is crushing the cloud market with a 40% growth rate as surging AI token consumption forces companies to buy massive compute power.
“You know who else is crushing it? Major cloud providers. They're re-accelerating as AI adoption increases. Let's go. This is from KOTU. GCP, Azure, and AWS... now all of them are actually re-accelerat”
Google Cloud revenue surged 82% to $24.8 billion as users fire off massive AI prompts that cook for hours and drive explosive token consumption.
“You know who else is crushing it? Major cloud providers. They're re-accelerating as AI adoption increases. Let's go. This is from KOTU. GCP, Azure, and AWS... Even in the nadir, AWS is still growing 1”
Amazon's cloud engine is roaring back from its 15-20% growth floor as users burn through massive computing power to run complex new AI models.
“one of the most interesting things that obviously has been in the news a lot is just how much token costs have become a bigger part of companies payroll and people have their estimates and budgets”
Enterprises are slashing OpenAI bills by 30 percent using dynamic routers that automatically shift workloads to cheaper models, crushing Microsoft's revenue.
“just in the appliance, basically a minivan on wheels, ultimate utility, Tesla just has had it on lock, and they're running away with the market.”
Tesla dominates the electric vehicle market by moving 1.22 million Model Ys as the perfect high-tech daily appliance with incredible self-driving.
“It does sort of act as the inverse of a halo car Like after the Luce dropped the SF90 looked way cheaper Whereas before everyone was complaining oh the SF90 is so expensive Purosangwe is so expensive.”
Ferrari dropping a $640,000 EV instantly makes their half a million dollar gas models look like a bargain and cements their absolute pricing power.
“Mark Gurman says, based on using the Z Fold 8 wide, I'd reset my expectations of how the foldable iPhone is going to sell. Even at over 2,000, it's going to be a home run.”
Apple unlocks a massive commercial victory with its upcoming foldable iPhone even at a steep $2,000 price tag.