Zuckerberg rushing into every new fad with billions of dollars has somehow tricked people into thinking that's what big tech is about and all of them should be shovelling money into this.
But actually every other company has been much more strategic, Microsoft is bullish because they partnered up with OpenAI and it pumps their share price to be bullish, Google is the natural home of a lot of this research.
But actually, Amazon, Apple etc aren't natural homes for this, they don't need to burn money to chase it.
So there we have it, the companies that have a good strategy for this are investing heavily, the others will pick up merges and key technological partners as the market matures, and presumably Zuck will go off and burn $XB on the next fad once AI has cooled down.
But actually every other company has been much more strategic, Microsoft is bullish because they partnered up with OpenAI and it pumps their share price to be bullish, Google is the natural home of a lot of this research.
But actually, Amazon, Apple etc aren't natural homes for this, they don't need to burn money to chase it.
So there we have it, the companies that have a good strategy for this are investing heavily, the others will pick up merges and key technological partners as the market matures, and presumably Zuck will go off and burn $XB on the next fad once AI has cooled down.