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raw_anon_1111 a day ago

No the economy doesn’t tumble. All of the major public tech companies have real businesses that were profitable before AI and will be profitable after AI. All except Amazon are spending money out of their own revenues.

Businesses aren’t going to stop growing because of AI, the only public company really dependent on AI are NVidia and Oracle. Oracle because it is borrowing money to support build out for OpenAI.

bdangubic a day ago | parent [-]

lol @ “all except amazon are spending their own revenues…”

https://www.cnbc.com/amp/2026/02/12/alphabet-100-year-bond-d...

raw_anon_1111 a day ago | parent [-]

Apple also borrowed money - pre AI when it had plenty of cash, have you checked Google’s last year earnings and cash on hand?

a day ago | parent | next [-]
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bdangubic a day ago | parent | prev [-]

> all except Amazon are spending money out of their own revenues.

so apple and google and amazon and…? :)

earnings and cash on hand are not relevant, they are all borrowing like crazy to fund the ai

raw_anon_1111 a day ago | parent [-]

Apple was borrowing like crazy before AI. How much money do you think Apple is spending on AI aside from the $1 billion they are paying for Gemini? That’s less than 1% of their profit and hell that’s less than 5% of what Google pays them.

bdangubic 17 hours ago | parent [-]

I didn’t think we debating whether or not they are spending but whether they are borrowing (you said only amazon is) - and they are borrowing, not just amazon

raw_anon_1111 9 hours ago | parent [-]

I’m saying only Amazon is borrowing because it doesn’t have the cashflow to fund its expenditures. Apple wasn’t borrowing to spend money in 2018…