Vivek Goyal (@goyal_vivek) 's Twitter Profile
Vivek Goyal

@goyal_vivek

Partner @ Altimeter Capital. No investment advice

ID: 60887508

calendar_today28-07-2009 12:16:34

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Vivek Goyal (@goyal_vivek) 's Twitter Profile Photo
Vivek Goyal
@goyal_vivek

a year ago

Maybe the capex estimates for Meta / others are too low next year, but do not forget the optimizations happening underneath S&M % of revenue has been cut in half over the past two years! The 'Era of Efficiency' is not over and Gen AI is only going to accelerate it!

Maybe the capex estimates for Meta / others are too low next year, but do not forget the optimizations happening underneath S&M % of revenue has been cut in half over the past two years! The 'Era of Efficiency' is not over and Gen AI is only going to accelerate it!