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Chronicles

The story behind the story

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This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing

The Information Martin Peers

Discussion

  • @amir Amir Efrati on x
    https://www.theinformation.com/ ... @mvpeers
  • @patrickgaley Patrick Galey on bluesky
    So, worth pointing out that Google, Microsoft et al haven't actually “lost $900 bn” in a day.  Because that money never actually existed.  —  It's the private debt they are torching to power their Rube Goldberg machines and call it tech.  That's investor cash.  That matters www.f…