The market is starting to fud big tech's FCF, Just looking at frontier labs with a combined ~$55B ARR and extremely rapid growth, not counting enterprise users, at the current growth rate, it could offset big tech's capex in 2-3 years. If this were a real estate business, it would be a highly profitable one. Not to mention, this capex is the only bargaining chip in the race for AGI. Let the bullets fly, buy the dip if it drops too much. nfa dyor