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created this some months back as an ad for snips, a video platform for shorts let me know if you like it )
millions of customers every year and a $20b market, yet investors keep looking elsewhere for the next big thing. kate is getting people to pay attention to what they've been missing
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most people overlook this industry until they see the numbers. what's your guess?
Is The 24-Team CFP A Mistake? + UFC 334 MSG Breakdown
The market reversal over the last 6wks has been painful across the hedge fund industry. Nice coverage from the Economist on how its played out:
2,000,000,000 PCs sit on people's desks today. The next billion computers? They’ll be autonomous computers, driven by agents. Introducing box by @Simular: one computer for ChatGPT, Claude, Codex, Gemini, DeepSeek and all your other agents. With box, agents open apps, run the terminal, fill in forms, and stay signed in for whatever tasks come next.
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Probably worth reminding ourselves that expectations are for NVDA to sell $1tln in chips by 2028, up from the $400bln this year.