Menlo Ventures: Enterprise AI "For every $1 the industry spends building AI models, enterprises spend about $1.70 putting them to work." "We estimate that Anthropic and OpenAI alone account for 25%+ of AWS, Azure, and Google Cloud revenue, with much of that spend going to training. That investment only pays off if enterprises keep putting models to work, which agents are now driving." $AMZN $GOOGL $MSFT $NVDA $AMD $META

Mentions of inflation on S&P 500 earnings calls have reached the highest level in more than two years, underscoring growing concerns over skyrocketing costs and weakening consumer confidence

Meningitis is spreading among Gaza’s children as overcrowded displacement camps, contaminated water, sewage and malnutrition worsen health conditions. Meanwhile, severe shortages of antibiotics and medical supplies leave hospitals struggling to treat infected children, while families fear for their lives.

Men should be on a daily dose of Cialis/Tadalafil by 35 at the latest: Women next. It supports blood flow, prostate health, and erection quality, and it doesn’t take much to get the benefits. 2.5 to 5mg a day is plenty. Take more if you want, but higher doses carry more stuffy nose issues, headaches, and flushing. I also forecast that women will be taking it as a matter of course before long. The same blood flow mechanism applies to them, and the small studies so far done with Tadalafil and women point to better clitoral blood flow, more sensation, better lubrication, and improved arousal, orgasm, enjoyment, and satisfaction. The benefit seems more pronounced in women with normal vascular function but low desire (SSRIs/Hormonal Birth Control/Boring Partner/etc.). Add endothelial support to the list and I think a daily low dose of Cialis becomes as common for women as it is for the men already taking it.