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0 pointsdanielmarkbruce1y ago0 comments

Both are approximately true. But, anything software has some accounting for things (like training a model) that really should be categorized as capex instead of opex and it distorts the numbers.

0 comments

s1artibartfast1y ago

My understanding was that total revenue was an order of magnitude lower, in the multi-millions.

danielmarkbruceOP1y ago

No, it's reported to be at a run rate of $4 bill pa.

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0 pointsdanielmarkbruce1y ago0 comments

Both are approximately true. But, anything software has some accounting for things (like training a model) that really should be categorized as capex instead of opex and it distorts the numbers.

0 comments

s1artibartfast1y ago

My understanding was that total revenue was an order of magnitude lower, in the multi-millions.

danielmarkbruceOP1y ago

No, it's reported to be at a run rate of $4 bill pa.

j / k navigate · click thread line to collapse