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via finance.yahoo.comTech & AI

Vinod Khosla says judge AI by usage, not stock prices

FROM THE WIRE · FINANCE.YAHOO.COM

Wall Street wants to know whether AI is a bubble. Most of the worry is about who's paying for it. The companies leading the build-out are spending faster than their businesses bring in cash. Combined free cash flow for Amazon (AMZN), Alphabet (GOOG, GOOGL), Meta (META)…

Read at the source ↗
MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: neutralThe debate over whether Big Tech AI spending pays off weighs on sector sentiment.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Combined free cash flow of major Big Tech firms fell to about minus 31 billion in Q3, according to Goldman Sachs.
  2. 02Khosla argues usage, measured in tokens, matters more than stock market moves.
  3. 03He says that by this measure the AI boom is real.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Microsoft CorporationMSFTStock521.13 USDMarket closedtoday -2.26%Neutral Oracle CorporationORCLStock128.40 USDMarket closedtoday +8.83%Neutral Meta Platforms, Inc.METAStock628.77 USDMarket closedtoday -1.97%Neutral Amazon.com, Inc.AMZNStock266.17 USDMarket closedtoday -1.74%Neutral Alphabet Inc.GOOGLStock293.45 USDMarket closedtoday +2.11%Neutral NASDAQ CompositeINDEX:IXICIndex25,466.19Market closedtoday +1.60%Neutral
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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