Insight from an Oracle of Finance every weekday morning.
Microsoft
Apple's AI Bet Is to Let Others Spend the Trillions
The big tech companies are sinking billions into developing frontier large language models, but Apple is keeping its wallet shut. It may yet get the last laugh, says Michael Kao.
Michael Burry Calls Out $176B in Possibly Fake AI Profits
The AI boom runs on chips that burn out in a couple of years. Stretch their life on paper from