Since my last post, I've been reading both the bull and bear cases on AI this weekend, and what's funny is they're looking at the same numbers and reaching completely different conclusions. The bears point to $700B+ in AI capex, shrinking free cash flow, stretched valuations, and companies still struggling to prove meaningful AI ROI. The bulls point to Google Cloud growing 82%, exploding cloud backlogs, and demand that still exceeds supply. The way I see it, the whole debate comes down to one qu
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