Insane risk reward long Oracle short Apple imo. ROI on OpenAI and Meta AI products literally never better. Old GPUs ripping. People talking about Oracle like it’s going to default
Meanwhile Zuck is Jobs 2.0 while Apple trades richest it ever has into multiple platform shifts
in my experience, agent skills can totally remain relevant over time / across model generations, *as long as they are more spec than step-by-step instructions*
eg: specifying a good format for a doc output, a good flow for interviewing a human
The obvious take on Muse is they did a really good job turning it into an agent that can buy stuff on the internet
Checkout is abstracted from the user. Uses stripe natively. Stablecoins will be invisible to users and save on fees while also growing international commerce