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Startups · Asymco.com

Why all-in and why all are in

By Horace DediuJuly 17, 2026 · 1 min read

Take all my money, please. The graph above shows that Amazon, Alphabet, Meta, Microsoft and Oracle decided to transfer their shareholders’ wealth to the shareholders of Nvidia, Micron, Broadcom and Applied materials. This is not an exaggeration. Free cash flo…

Take all my money, please. The graph above shows that Amazon, Alphabet, Meta, Microsoft and Oracle decided to transfer their shareholders’ wealth to the shareholders of Nvidia, Micron, Broadcom and…

Startups & Venture
Startups · Asymco.com
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