Reposted by Dan Adler
📣🚨NEW: ☁️ Big Cloud—Google, Microsoft & Amazon—control two thirds of the cloud compute market. They’re getting rich off the AI gold rush.
In new work with @nathanckim.bsky.social, we show how Big Cloud is expanding their empire by scrutinizing their *investments*… 🧵
📄PDF: dx.doi.org/10.2139/ssrn...