AsymcoMar 10
The most brilliant move in corporate history? https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/
The most brilliant move in corporate history?

In a bold departure from its Big Tech peers, Apple sidestepped the $650 billion AI infrastructure spending frenzy, a move likened to opting out of purchasing the US Navy annually. While Amazon, Goo…

Asymco
Show threadChris HamiltonMar 10
@asymco one of the underrated moves Google made in the dotcom bust was buying up fiber for pennies on the dollar. Will Apple be buying data centers for pennies on the dollar in ~5 years?
Show threadAsymco
@chris Buying is not necessary. Just rent or lease.
Mar 17 at 5:46amIvory for iOS