A quote from the thread which suggests weighing Google and FB more than Amazon, or at least more consideration than above.
I don’t understand why one would invest more in Amazon over Alphabet. Alphabet owns 1. the strongest industry research division around (especially DeepMind), 2. a very strong vertical with Google Cloud → Tensorflow/Jax → TPUs. Amazon only has an arguably more established cloud (I’m not sure if this is even true for machine learning purposes), but has a much weaker research division and doesn’t own any of the underlying stack. I mean, for example, GPT2 was trained primarily on TPUs. So Google owns better shovels and also better diggers.
Facebook owns the second best industry research division, as well as PyTorch (which is the most popular framework in ML research right now). Unfortunately for FB stock, it doesn’t have a particularly clear path towards monetizing it. However, many of the other companies mentioned (Microsoft and OpenAI for example) are heavily invested in it.
A quote from the thread which suggests weighing Google and FB more than Amazon, or at least more consideration than above.