Things I Think I Think... The New Internet Era

kept by eddie jun 01

Drawing on dot-com history, predicts AI-focused companies like OpenAI and Anthropic will collapse while incumbents like Apple, Microsoft, and Meta survive by treating AI as a means, not an end.

15 Stocks That Made Investors the Most Money Over the Past 10 Years
Over the past 10 years, 15 stocks created $27 trillion in shareholder wealth, led by tech companies with wide economic moats and strong growth.
also on Meta, Microsoft, Nvidia, Apple, #technology, #business-strategy
Apple vs. the AI Hype Cycle - Eric Lamb
Apple's durable hardware ecosystem makes it resilient to an AI market correction, unlike peers priced on AI optimism.
also on Meta, Nvidia, #competition, Apple, OpenAI, #business-strategy, #ai
Is AI Profitable Yet?
Frontier AI companies have spent $1.5T on infrastructure and operations but earned only $769B in revenue, leaving nearly all heavily unprofitable while Nvidia captures the majority of profits.
also on Microsoft, Nvidia, OpenAI, #startups, Anthropic, #business-strategy, #ai
Anthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Anthropic's compute strategy—multi-hyperscaler, custom-silicon integration—gives it a 30–60% cost-per-token advantage over Nvidia-dependent OpenAI, a compounding edge as inference scales.
also on Microsoft, Nvidia, OpenAI, Anthropic, #business-strategy, #ai
Apple is fighting for TSMC capacity as Nvidia takes center stage
Apple is losing its position as TSMC's largest client to Nvidia, facing capacity competition and price hikes as AI demand drives Nvidia's chip production.
also on Nvidia, #competition, Apple, #business-strategy, #ai