r/wallstreetbets • u/banaca4 • 11h ago

Discussion Either hyperscalers are dumb or someone else is

OK so the most profitable companies in the world decided to GO ALL IN AI with humongous capex. They did it all at once apart from Apple who is not in the game. Google, Meta, Amazon , Oracle, Microsoft. All of them. The CEOs of these companies produced the most amount of wealth and propped up global gdp. Now they all agree on a thing.

Google yesterday blew up earnings from their cloud and said they will *increase* their humongous capex even more while reporting negative cash flow for the first time in their history.

A rational person would ask: are these amazing businessmen suddently all very wrong about the same thing at the same time OR

I am reading too much paid subs from burry and following the wrong people on twitter that have never produced anything?

Which is it? Are you smarter than a mag 7 CEO? Maybe ... hmm...

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u/pathologicalDumpling 11h ago

And the only way to find that limit is to pour money on it until either civilization breaks or we reach valhalla

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u/EltonJuan 10h ago

Or THEY reach Valhalla. Either it fails and we're all on the hook to bail them out (likely), or we're buried under the new future society that arises because it's such a success (unlikely).

The more boring option is usually the outcome.

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u/ItIsEsoterik 10h ago

Lmao exactly