I don’t think your first sentence is true. The hyperscalers have spent north of 1 trillion in the capex boom as a direct response to AI demand, If you’re a retail investor, you’re already quite exposed.
30 karma · joined March 16, 2015
A million times this. I got rejected from a company because the interviewer decided he didn't like that I used array concatenation to find the correct solution to a problem he gave me. This was for a job at a 100 person company. Companies writing line of business software need to stop acting like they are google.
Depending where you look it's the Big 5 or Big 4 and will be some of Google, Apple, Amazon, Facebook, Microsoft.
[0]http://content.healthaffairs.org/content/29/9/1569.abstract