Market punished the two companies best positioned to monetize AI
matt_slotnick · x · 2026-10-29
Reposting @mhdempsey: there's irony in the market aggressively punishing the two companies best positioned to monetize AI — both of which also enjoy meaningful cost-of-capital and compute advantages — while investors still debate whether their competition can scale into its capex commitments or build any sustainable compounding moat.
More from Companies & People
- PostHog CEO to YC founders: bigger ambition makes startups easier to build — ycombinator · 2026-10-29
- Bun creator defends VC-funded open source: still MIT-licensed and shipping — ycombinator · 2026-10-29
- Thomas Kipf, creator of graph neural networks, leaves Google DeepMind after 10 years — tkipf · 2026-10-29
- Microsoft reportedly readies buyout for a quarter of US staff, layoffs could hit 60,000 — JOBhakdi · 2026-10-29
- Developer dumps all Apple stock, betting an AI OS replaces iOS within two years — jonathan_wilke · 2026-10-29
- Why Google struggles at AI: legacy search drag and a Cloud business that profits more selling to Anthropic — ivan_bezdomny · 2026-10-29