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oblio | on: I'm not convinced the AI bubble exists
Coreweave & co are neoclouds.

Hyperscalers are FAANG.

gnabgib | parent
Well no, not FAANG (-Facebook, -Apple, -Netflix). Just Amazon (A), Google/Alphabet (G), Microsoft.
oblio | root | parent
I've never seen anyone exclude Facebook from the list. Facebook runs a huge cloud, just for its own use.