tphuang(@tphuang):Is Wall Street realizing that the AI build out is not only bad for the finances of Mag 7 but also wipes out other SV software companies that had moats & huge margins before this? Don’t worry, we have this new low margin ai cloud business replacing that high margin ads business model you had!

tphuang

@tphuang

My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack

Joined May 2009

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tphuang@tphuang

2026.10.29 22:09

Is Wall Street realizing that the AI build out is not only bad for the finances of Mag 7 but also wipes out other SV software companies that had moats & huge margins before this? Don’t worry, we have this new low margin ai cloud business replacing that high margin ads business model you had!