7innovator.bsky.social
@7innovator.bsky.social
"American GDP has become disconnected from the American consumer.

The S&P's 10 largest companies now account for 38% of the index.

And this isn't coming from sweaters & toothpaste.

Microsoft, Google, Amazon, and Meta will collectively spend $364B on CapEx in 2025."

7investing.com/advisor_upda...
September 24, 2025 at 2:44 PM
Considering that Microsoft $MSFT has given OpenAI $13 billion in funding, countless hours of guidance, and its public support for Sam Altman after he got ousted, this comes across as a pretty big slap in the face.

www.theinformation.com/articles/ope...
OpenAI Discusses Building Its First Data Center for Storage
OpenAI recently discussed purchasing billions of dollars’ worth of data storage hardware and software, according to three people involved in the private discussions. To house the hardware, the company...
www.theinformation.com
March 27, 2025 at 2:57 PM