The artificial intelligence revolution needs three things: chips, models, and clouds. These three companies own those layers. They’ll collect rent forever. So it goes.
The Silicon Monopoly (And Why It’s Like a Tollbooth for the Future)
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The Attention Merchant’s AI Play (And Why Free Models Are Just a Napkin Trick)
Meta Platforms (META) discovered something competitors missed: You don’t need to charge for AI when you own the world’s attention. LLaMA models given away for free? A clever ploy. They power startups and enterprises alike. Meanwhile, Meta’s real AI runs behind the scenes, optimizing 3 billion daily feeds and ads. Q2 2025 revenue jumped to $47.5 billion. Advertising alone made $46.6 billion. Reality Labs burns $4 billion quarterly chasing the metaverse. A rounding error against $20 billion in operating income. The company holds $47 billion in cash. Traded at 28 times forward earnings. Cheaper than most software companies. Meta’s platforms generate billions of new posts, photos, videos daily. A dataset no competitor can buy. Not at any price.
The “Everything Store” for AI (And Why AWS Is Just a Toll Road)
Amazon (AMZN) plays the arms dealer game. It doesn’t matter whose AI wins. As long as they’re all paying AWS. Q2 2025 AWS revenue hit $30.9 billion. Captures 31% of global cloud spending. Operating margins at 32.9%? Down from peak. Because Amazon is building AI capacity. Custom Trainium and Inferentia chips cost 40% less than Nvidia. Bedrock makes deploying models as simple as clicking a button. Bull case? Amazon generated $121 billion in operating cash flow over the past year. Unlimited firepower. AWS has a $195 billion backlog. Multiyear contracts. Switching costs. Every AI startup, enterprise, or government project strengthens the moat. At 34.6 times forward earnings, it trades like the toll road to the AI economy. And that’s precisely what it is.
The Three Pillars of Permanent Value (And Why You’ll Never Sell Them)
These aren’t speculative bets. Nvidia controls 90% of the AI training GPU market. Meta owns 3 billion users generating unmatched data. Amazon controls the enterprise layer with cloud infrastructure no startup can replicate. Hundreds of AI companies will rise and fall. These three will collect rent. Buy-and-hold candidates. For the long term. So it goes.
They say money talks. These three companies whisper in your ear: “You’ll never sell us.” And you won’t. 💥
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2025-09-02 15:42