Amazon cuts off Muse. While I am bullish Meta and Muse, I think many people are overlooking the digital knife fight that’s about to occur Nobody wants to get commoditized or layered here. Let the games begin

Interesting to me that the consensus on here is that the entire frontier is lying. I can’t really recall the last time the consensus here was accurate. In fact, during times of volatility and noise it’s very often exactly wrong.

Meta Muse is incredibly good. Was showing my wife a couple uses cases: 1. Search for green puffer jacket -> find live discount codes, add to cart, apply, buy at cheapest price 2. Find recipe and load Whole Foods cart She was blown away. I don’t think META was up enough today…

"Hey Dario, congrats again on the great quarter. Nice to see the Enterprise re-acceleration. Hoping you could provide a little color on that 10% extinction # and some of the puts and takes that might have on further enterprise adoption. And then just a quick follow-up after"

I honestly believe a huge part of the violence and speed of these stock moves is everyone asking AI the same questions and getting the same response and then doing minimal critical thinking and just hammering it. Probably structural going forward

I know this is garbage engagement bait, but I think it's worth calling out this mindset for the young kids that get hooked on hustle culture, or think of abusively hard work as something virtuous. A few things I have learned to be true: 1. One day you will be dead and shortly after nobody will remember you. They certainly won't give a shit about your work. The ones that do will be the people you loved and who loved you. Not your stakeholders, colleagues or business associates. Shit, most people forget about you the day you change jobs. Even the CEO. Once you leave, you just kind of...fade away. Your work mostly doesn't matter. Also, as you get older you start to watch people die...way way earlier than they should. You genuinely don't know how much time you have. Do you really want to spend it all hustling...or even worse...pumping out engagement slop celebrating hustle culture? 2. More people are like Walter White than they care to believe. At the end of Breaking Bad, Walt finally confronts the truth. He wasn't doing it for the family. "I did it for me. I liked it. I was good at it. And, I was really... I was alive.” Most people find value in their work, which is great. But my old man gave me incredible advice when I was younger, "Beyond a certain point, a successful career is a selfish act." The people who really get themselves into trouble are the ones who convince themselves they are doing it for someone else. 3. You don't know the cost until too late I've watched friends wreck their health and their relationships chasing the next promotion, the next round, the higher salary. Justifying each step along the way as the right thing to do. Mostly they were just addicted to the work. Or they felt trapped. I don't think any of them would have made the trade if they could go back and know the cost from the start.

I can’t understand being an AI bear. The loud bear arguments are coming from people who have never worked in a real business. Nobody with real work experience is an AI bear. The “AI trade” is a different story. But the technology is real and accelerating

The lads at Stripe buying every company they can find, splitting the G with the boys at the pub, and building a book publisher because they’re private while public fintech gets blown to smithereens

You’ve had hundreds and hundreds and hundreds of bombed out stocks down 30-70% to fish in where the business hasn’t been impacted at all. If you’re a medium/long-term investor this is obviously the better and right pond to fish in, not the Japanese toilet commodity bottlenecks

It’s funny how many people bought memory stocks because Sora was going to drive unprecedented demand They were completely and totally wrong, yet proceeded to make an unbelievable amount of money Lesson there