John Cassidy @johncassidysays.bsky.social · 14/08/2026In my column this week, I pointed out that rising competition and huge capex are usually a warning sign for investors. But of course this is AI, so they don't matter. 161 0
John Cassidy @johncassidysays.bsky.social · 14/08/2026Here's a link to the FT story: www.ft.com/content/32a7...ft.com 120 0
