《These Stocks Are Going Down》
支持谷歌的股权融资；认为稀释是积极的，因为投资者相信其资本回报。
我们以前听过这个故事，但那是就在一周前，主角是谷歌。我将讨论为什么我支持谷歌的股权融资，而不支持 Meta 的股权融资。
We heard this story before, but it was with Google just a week ago. And I'll be going over why I support Google's equity raise and I do not support Meta's equity raise.
其中之一是反复出现的 AI 怀疑论者和 AI 空头 Gary Marcus，他在一条病毒式传播的推文中抨击谷歌，称谷歌正在建设一种商品，即 AI。
One of them from the repeated AI skeptic and AI bear which is Gary Marcus tearing apart Google in a viral tweet saying that Google is building out a commodity which is AI.
当我审视我的投资组合时，我通过四家超大规模企业重仓投资于人工智能。我们有 Meta、谷歌和微软，它们都在资本支出上花费数千亿美元。
When I look at my portfolio, I'm heavily invested in artificial intelligence through four hyperscalers. We have Meta, Google, and Microsoft, all spending hundreds of billions of dollars in capex.