Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute (Ben Thompson/Stratechery)

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Ben Thompson / Stratechery:
Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute — What does the most beautiful business model of all time look like? — First, imagine that your supply is free.

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