Don’t quite think “siphoned off” is the correct term. It’s capex for massive revenue increase or margin increase down the line. $AMZN is probably my favorite hyperscaler right now and example to give. Amazon’s headcount is absurd, like ~1.57M. If the capex goes into automating their workforce with LLMs. Then transitioning into physical AI: - things from self driving (deliveries) - robotics (Amazon warehouses, shipping automation). + revenue increase from building out AWS compute with Trainium and possibly selling chips too with the Neocloud strat. It’s probably the clearest path forward compared to every hyperscaler out there. $TSLA optimus use case targets is extremely broad as a pitch, but Amazon already has a specific reason to scale robotics for internal opex optimization. A
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