Gilbert: Meta On Hyperscaler Spend Without the Business
THE SO WHAT
Markets are starting to separate AI capex that already rides on revenue from AI capex still searching for a business model. If you're not a hyperscaler, assume investors will increasingly ask you to show the link between AI infrastructure spend and near-term cash generation, not just narrative.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationIt's not just you - report finds almost 1 in 3 workers scroll their phone in meetings, and that's only the tip of the bad habits iceberg
The real constraint in many orgs isn’t tools, it’s attention—one in three people mentally checked out in meetings means your decision bandwidth is lower than your calendar suggests. Before adding more AI-driven collaboration, clean up meeting hygiene and decision rights or you’ll just automate noise.
Tech & InnovationAs the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning rules and low prices for underinvestment
When a major economy’s mobile network quality slips due to pricing and planning constraints, it’s a reminder that digital products ride on very physical, regulated infrastructure. If your roadmap assumes ubiquitous high-quality mobile, add a dependency check by market—coverage and latency may be your hidden bottleneck.
Tech & InnovationGoTo CEO on 2Q26 Results
GoTo posting consecutive net income while its stock trades at the exchange floor underscores a new discipline era for super apps — profitability is necessary but not sufficient for equity value. Operators in similar markets should assume public investors will prioritize unit economics and capital returns over GMV narratives.
Tech & InnovationEU Will Reportedly Label ChatGPT and Roblox ‘Very Large Online Platforms’ (Derogatory)
Once ChatGPT and Roblox are treated as very large online platforms, they inherit the same disclosure, moderation, and algorithmic transparency burdens as social networks. If your product rides these rails, assume more compliance friction on data flows, content, and recommender behavior in the EU over the next 6–18 months.