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Peter Thiel's Thiel Macro disclosed a $418.67 million portfolio, establishing Amazon (AMZN) as its largest position at $117.98 million (28% of assets). The bet targets AI energy bottlenecks, focusing…
Amazon's AWS revenue jumped 37% with a massive backlog, but soaring AI datacenter capex pushed free cash flow to negative $7.6 billion. While diversified revenues offer a cushion against elevated int…
Amazon employees flagged 'catastrophically expensive' AI overspending incidents, including a $1.8M cost overrun. Amazon defended its AI rollout as isolated learning cases, not standard practice, amid…