They can't even increase sales despite the biggest wealth effect in history (china boom excluded) they're so fucked.
Worth reading that you agree or not https://x.com/goodalexander/status/2089906200817066108?s=46
X (formerly Twitter)
goodalexander (@goodalexander) on X
My take on society and crypto is really simple. If you have societal level investment, you are accountable for societal level returns. Things are not getting better.
We said we have "AI warfare"…
We said we have "AI warfare"…
One counter thesis I have to his when he says Uber didn't get better, I agree, but we have moved to a world so complex that almost nothing is fixable.
The value of AI will be does it deliver Uber like service better, but it won't be Uber that does
The value of AI will be does it deliver Uber like service better, but it won't be Uber that does
There is also a ceiling in terms of how much better you can make smt / costs involved
Uber app is fine for what it does, I don't want a 10x better Uber app if it increase the cost of my rides even 10%
Physic reality that could do with an upgrade, planes tickets have increased outrageously while the quality of the offering has clearly not followed. But I'm not sure AI will improve my lie flat seat. Maybe having a VR immersive headset will make it more palatable
Broken Clock
Yeah don't bother touching anything else than Sol 5.6 high, Fable, Kimi K3 and Opus 5 for dev work if you're not a SWE. It's just not worth it. It doesn't matter if it's Deepseek or Luna it's just not good enough.
That makes me update a bit more positively toward OAI and Ant.
The gap between 6 months and ago is actually large in practice. So yes they're under tremendous pressure to keep it that way but as long as they do they shall be fine
The gap between 6 months and ago is actually large in practice. So yes they're under tremendous pressure to keep it that way but as long as they do they shall be fine
Yes maybe a lower valuation but they will continue rolling the boulder and pulling the AI industry with it
Missed it completely, my information watch is inexistent on healthcare sadly
I bought a small position here (10% of desired size), but I'm not sure I will ever get the chance to grab more. Hopefully around 100
Forwarded from FinancialJuice
US Treasury increasing size of liquidity support buyback operations for longer-dated nominal coupon securities - Statement.|FJ
We just need gold to break above the recent highs and it's a clear signal they're losing control and letting the $ die
I am finaly break even on a oil shitco I bought in the euphoria of Hormuz closure lol. It was a very small position anyway but gives an idea of how worried the market is again that it pumped near the highs again
MRNA is the drug that cure cancer, everyone trying to value as multiple of potential earnings is completely delusional