You want to hear something crazy? Amazon is the biggest capex spender on AI in the world. Amazon is on track to spend over $155 this year alone on AI build out. They've already spent $100b

Yup, all in support of others’ models and the commoditization model of AI deployment. The benefit of this approach is that if AI is a bubble, they have a glut of hardware they can rent at discounts to other customers and startups who can reach for moonshots.

It’s a smart approach. Get the CAPEX done while there’s appetite and political will for it.