Amazon’s cash flow cliff
8:09–8:49 · 40s
The guest breaks down how Amazon’s massive AI infrastructure spend slashed trailing 12-month free cash flow from $26B to $1.2B, calling it a classic build cycle signal.
8:09–8:49 · 40s
The guest breaks down how Amazon’s massive AI infrastructure spend slashed trailing 12-month free cash flow from $26B to $1.2B, calling it a classic build cycle signal.
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