indigo says S&P 500 margins outside the Mag 7 have barely risen since 2015

1. 1:15 AM
   indigo@indigoxX

   S&P 500 margins outside the Mag 7 have barely risen since 2015, says indigo

   AIindigo says profit margins for the 493 S&P 500 companies outside the Mag 7 have barely risen since 2015, with all gains going to the largest firms. He argues they control compute, talent and capital, and that as firms such as Anthropic go public, the Mag 7 could become the Mag 8 or Mag 10. He says companies unrelated to AI will struggle to grow unless their structures are transformed by AI.

   

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