Post 4
Post 4...
News3
Check out the latest posts
The $650 Billion Bet: How Cloud and AI Infrastructure Really Make Money
And who gets burned if the AI bubble deflates Every week a new headline announces another hundred billion dollars flowing into AI datacenters. Microsoft, Amazon, Google, and Meta have collectively pledged over $650 billion in capital expenditure for 2026 alone — more than the GDP of Sweden. Investors are simultaneously thrilled...
Coming soon
This is Diary of a Compounder, a brand new site by Tommaso Tabarelli that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when new content...