This morning, I read an article from the Financial Times concerning the profitability of generative AI for major cloud providers like Azure, Google, and AWS. Although Microsoft’s Azure reported about four billion dollars in revenue from generative AI this year, Amazon’s and Google’s silence raises questions about the actual profitability after considering the substantial capital expenditures required to support these technologies. The profitability and long-term impact of generative AI on these companies’ bottom lines remain uncertain despite the industry’s optimism.

Additionally, I read about the ongoing sanctions against Russia due to its actions in Ukraine. Contrary to some reports suggesting these measures are starting to significantly impact Vladimir Putin, I remain skeptical. With the war nearing its third year and Russia seemingly stronger and advancing, it’s hard to see the effectiveness of these sanctions. At times, it feels like some narratives in the media are more propagandistic than informative.

Lastly, I considered the implications of Congress’s ban on TikTok. As a libertarian, I’m inherently opposed to such governmental restrictions. The article highlighted the contrast between pragmatic and dictatorial approaches, particularly noting China’s selective pragmatism with companies like Tesla, and the U.S.’s shifting stance towards Chinese companies. This duality in policy underscores the complex dance of international relations and business.