Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute (Ben Thompson/Stratechery)

Ben Thompson / Stratechery: Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute - What does the most beautiful business model of all time look like? - First, imagine that your supply is free.