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naillumanist • today at 6:40 PM • 1 reply • view on HN

Ignoring any technology narrative, just considering Alphabet went from $100 billion free cashflow to negative in months is extremely concerning. Whatever the reason is, the underlying capex has a hell of a catch up to deliver.


Replies

SeanAnderson • today at 6:44 PM

Concerning from one POV, for sure. But from another, hooray putting money into R&D instead of hoarding cash reserves.

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