> without burning 10 years of cash flow.

Don't they have the highest market cap of any company in existence?

You don't need to join every fight you see, even if you would do well.

I believe both Nvidia and Google have higher market caps

They have the largest free cash flow (over $100 billion a year). Meta and Amazon have less than half that a year, and Microsoft/Nvidia are between $60b-70b per year. The statement reflects a poor understanding of their financials.