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Stratechery
1d
Meta Earnings, Measuring Meta’s Spending, Meta Recommendations
Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing ...
Stratechery
5d
Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
Stratechery
6d
Google Earnings, YouTube Financials, AI Optimism
Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI.
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