$AMZN The information that will either make or break the market in the coming days will be OpenAI and Anthropic numbers... If the numbers are good and the market things they have a durable business model that can keep pace with the spending commitments both of them have made thus far... then everything is fine. IF... The business model looks like it could rapidly commoditize and the spending commitments cant be met. The entire market is going to take a massive dump on overbuild fears. We're playing a game of musical chairs right now and I cant imagine if Dario and Sam are getting any sleep.
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