Where AI models and labs collide:
Google and Meta are media/consumer biz with models
OAI is the only lab that has big consumer ambitions. It has WAUs and starting to build some advertising muscles. but a major problem - it has no sense for design when it comes to consumer products.
Snap on the other hand is good at design but has no financial capabilities.
For a measly 10-15B, OAI can really turbo charge the consumer game.
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not a popular mainstream take but wall street/finance jr level jobs are way underpaid relative to other industries because of how much pay has converged across industries over the last 20 years.
In this example meta loses ad rev first before top funnel shows up later in some undefined date no?
Muse can fill out my real ID application, sweet!
XAI dude just bought a 70M house in hillsborough at 31. how do u not feel poor no matter what u make or do for a living?
Shorting CRM is like shorting a penny stock that you think should be worth zero
Say what u want about the AI supply chain durability but if the market trades this violently on guessing Anthropic’s ARR, I don’t need to be apart of it.
