Absolutely fascinating how big of whiff big tech has had on recent R&D investments especially with voice interfaces, VR, and "metaverse". Can't fault them for their aggressiveness of investments; they have to ensure they aren't left behind with new innovation cycles. It seems like big tech is now vulnerable to disruption if they no longer have the luxury of investing significant FCF like they have historically.
Absolutely loving your content Liberty, would you be open to allowing us to share it with our 60k+ audience as well?
Did the Amazon layoff include AWS?
Great blog! Just watched that EVH interview again a few days ago. Pleasant surprise to see it here.
Absolutely fascinating how big of whiff big tech has had on recent R&D investments especially with voice interfaces, VR, and "metaverse". Can't fault them for their aggressiveness of investments; they have to ensure they aren't left behind with new innovation cycles. It seems like big tech is now vulnerable to disruption if they no longer have the luxury of investing significant FCF like they have historically.