Big Tech & Cloud

Rethinking Amazon + Not All SaaS Is Dead

AWS Shows a Survival Path for Enterprise Software

Apr 30 • Austin Lyons

An Interview with Meta VP Matt Steiner About Ads Infrastructure

MTIA, co-designed NVIDIA SKUs, LLM-written kernels, a 1T-parameter recommender at sub-second, and more

Apr 20 • Austin Lyons

Meta's MTIA Roadmap

Inference-centric design. ROIC is clear. Implications for the industry.

Mar 12 • Austin Lyons

The $200 Billion Bet

Why Amazon has the hardest ROIC story in tech, and what to do about it

Feb 13 • Austin Lyons

Meta’s ROIC Strategy: GEM Now, LLMs Later

Meta doesn't need the smartest AI. It needs the most profitable one.

Feb 10 • Austin Lyons

The Four Horsemen: Google, Microsoft, Amazon, Meta Earnings

Wall Street favors quick cloud returns. But Meta’s betting on turning tokens into high-margin dollars. It’s a playbook it’s already run successfully and…

Nov 4, 2025 • Austin Lyons

When Broadcom’s Customers Start Buying Chip Startups

How will these acquisitions impact Broadcom?

Oct 29, 2025 • Austin Lyons

AWS Is Missing the AI Infra Moment

Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth

Aug 6, 2025 • Austin Lyons

Why GenAI is Good for Google

Also: Google vs OpenAI, vs Meta, and risks

Jul 30, 2025 • Austin Lyons

Enterprise AI: Nvidia, Dell, and Implications for AMD

Nvidia's vision, Dell's validation, AMD questions.

Jun 4, 2025 • Austin Lyons

GenAI for Gaming, Netflix, CapEx

Could generative video impact CapEx spend?

Nov 7, 2024 • Austin Lyons

Data Center Energy, National Security, Nuclear Power

OpenAI's Training and Inference Scaling Laws Call For More Nuclear Power

Oct 2, 2024 • Austin Lyons

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