Writing about Companies with an Unfair Advantage, Unfair Advantage

Unfair Advantage

I write about companies that have an unfair advantage. I might invest in them as well.

Writing about Companies with an Unfair Advantage

Thematic (Sector/Industry)

United states It / Thematic (Sector/Industry)

<ul><li>Much has been written these days on the bloating AI capex spends across the tech majors.</li><li>A JP Morgan report said we need to create a stratospheric revenue number of $650B to justify a 10% IRR, given current AI capex levels.</li><li>Yet everyone agrees AI is a fundamental shift that is redefining business models across industries.</li></ul>

Much has been written these days on the bloating AI capex spends across the tech majors.A JP Morgan report said we need to create a stratospheric revenue number of $650B to justify a 10% IRR, given current AI capex levels.Yet everyone agrees AI is a fundamental shift that is redefining business models across industries.

Investor's guide to AI Capex