Big Tech's AI Gold Rush--Who's Winning & Who's Fiddling -- Let me cut to it: while Silicon Valley's been debating whether AI is magic or hype, California's actually building the future. Microsoft and Oracle aren't just talking about AI--they're surfing a 20% growth wave fueled by real demand. Meanwhile, Alphabet's stumbling, drowning in the cost of chasing the next trend while their core business crumbles. That's not innovation--that's desperation.
And here's the kicker: 90% of AI spending? It's not some Silicon Valley fantasy. Chamath Palihapitiya didn't pull that number out of thin air--it's proof the real action is with the companies , not the ones playing performance art. California didn't wait for Washington to move.
While others were tweeting about regulation, we were funding the chips, the data centers, the workforce. SanDisk's stock isn't rising because of memes--it's because the supply chain is firing on all cylinders. So here's the question: When Alphabet's search revenue keeps sliding, who's got the real AI edge--and who's just burning cash to pretend they do?
CALIFORNIA
- Gov. Gavin Newsom
"The future is being built here."
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