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Google Looks Smart. Can't Say the Same for META, MSFT and ORCL.

Jonathan Maietta's avatar
Jonathan Maietta
Dec 08, 2025
∙ Paid

META: $30 billion public bond sale and $27 billion private capital deal for AI/LLM-related infrastructure, yet less than $5 billion in LLM-related revenue. META will have egg on its face when this AI…

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