The Daily Shaarli

All links of one day in a single page.

03/19/24

A quick rant on that 2023 “leaked” Google memo “We Have No Moat And neither does …

AI needs power consumption to run. As there are already Google, Microsoft and Amazon conmfortably installed as cloud provider, they are waiting users to buy cloud resources for these AIs.

Francois Malaussena @malopedia : « A chaque fois qu’on parle de taxer les milliardai… » - Piaille

Actions, actifs reconnus, valeurs boursières, marchés, Bernard Arnauld, LVMH, Tesla, Twitter.

Un exemple d'étude