[Apocryphon]

> he basically ends up comparing a year of revenue to two years of Capex

He appears to only be doing that for the seven companies cumulatively, and in each company's case is only comparing year with year.

> Both capex and revenue are growing rapidly, and revenue will lag behind.

Even if his capex estimates are inflated, unless they're off by magntitudes, isn't the ratio between the two figures still alarming? What was, say, Amazon's initial capex for AWS compared to the revenue? Or in any other cases where long-term investment bore fruit?

> What happens when Amazon buys a GPU?

What else are they using GPUs for? Luna cloud gaming? Crypto mining?

[queenkjuul]

Jeff wants 8K RTX on all his screens