Phaetrix (@phaetrix): "Everyone is talking about Oracle's and other tech companies layoffs like it's an AI story. It's not. It's a capital allocation story. Wrote about this last week."

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Everyone is talking about Oracle's and other tech companies layoffs like it's an AI story. It's not. It's a capital allocation story. Wrote about this last week.

Phaetrix Investing

Not Every Company Needs to Build Its Own AI Kingdom

Apr 4

at

1:24 PM

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