Or are we seeing the AWS playbook w/ AI? 

Prioritizing market share over short-term profits. 

Vast CapEx spend in 2014/2015 made Amazon's stock price jump 6x by 2018. (See graphs.)

A tempting path for those betting on AI. 

My take: AI spend will face scrutiny in 2025.

3/x https://t.co/BXPp8uZkxR