Independent thinking for complex markets and current events
Your $200 AI app secretly throws money at everyone else before reaching OpenAI. Unless you as a user are miraculously comfortable paying $1k for the AI app The only thing propping up AI is VC funding No VC funding:The AI application layer is unprofitableThe LLM layer is unprofitableThe compute layer is unprofitableThe GPu layer is …
CoreWeave Inc.'s initial public offering raised $1.5 billion in a downsized deal, selling 37.5 million shares at $40 apiece. $CRWV The company's valuation would be about $23 billion on a fully diluted basis, down from an initial plan to raise about $4 billion and target a… — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) March …
The fact that Trump threatens competition to the USD, but then embraces Bitcoin, should tell you a lot about how much of a threat Bitcoin is to the U.S. Dollar. — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) December 19, 2024 Bitcoiners sure went from #Bitcoin will end the dollar to #Bitcoin is needed to …
That's funny, it looks just like something a narcissist would do. — SaltyGoat (@SaltyGoat17) July 19, 2024
OMG, Take A Look At This. During The Donald Trump vs Joe Biden CNN Presidential Debate CNN: “Prewritten notes, props, or contact with campaign staff are not permitted during the debate” Joe Biden: pic.twitter.com/Gu4IEy10xF — Wall Street Apes (@WallStreetApes) July 2, 2024
From bloomberg: The first sign of deep trouble in US banking this year came from a sunbaked office complex in a San Diego suburb. There, a small firm called Silvergate Capital Corp. assured investors it was weathering a run on deposits. Its lifeline: about $4.3 billion from a Federal Home Loan Bank. Heads turned across …