Amazon’s $200B AI Bet
29:03–29:58 · 55s
She ties Amazon and Meta as her top mega-cap picks, urging listeners to read Jassy’s letter explaining a $200B AI spend and AWS capacity doubling to drive future returns.
29:03–29:58 · 55s
She ties Amazon and Meta as her top mega-cap picks, urging listeners to read Jassy’s letter explaining a $200B AI spend and AWS capacity doubling to drive future returns.
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