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Where they stand
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Google cash burn on AI spend. hedged with possibly on tape; Tesla named in the same breath
“this is the first quarter possibly since its IPO that we've seen a negative cash flow for the company”
Nasdaq since this was said: ▲ +4.4% · 24,976 → 26,082 · as of 2026-09-10
AI capex returns. she concedes early signals that AI earnings may be catching up
“Not seeing necessarily a ton of returns on that expenditure just yet”
Nasdaq since this was said: ▲ +4.4% · 24,976 → 26,082 · as of 2026-09-10
startups switching to cheap Chinese open-weight models
“I can't afford to spend all my tokens on Claude”
Nasdaq since this was said: ▲ +4.4% · 24,976 → 26,082 · as of 2026-09-10
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