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#assetlight — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #assetlight, aggregated by home.social.

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  1. #Apple was the only #BigTech company to see #capex decline YoY in Q4, dropping 17% to $2.4B. While peers like Google ($175-185B) and Amazon ($200B) plan to spend $660B combined in 2026, Apple forecasts just $14B for 2026. Apple's #assetlight #AIstrategy (outsourcing to Google and OpenAI) has become a competitive advantage. tradingkey.com/analysis/stocks #tech #media #news