“he's probably top three largest customers of Anthropic, right? Right. So he's the one fueling all of this... To me, that is a very telling fact when you think about who are the largest customers, the ”
Meta is burning cash on AI with employees wasting 60 trillion tokens while the company is forced to rely on Anthropic to stay relevant.
“eBay is in my opinion just the most sad company that's just had the same service for 20 years, basically.”
eBay is bleeding relevance as active buyers shrink to 136 million, punished for offering the exact same stagnant e-commerce service for two straight decades.
“I think the nightmare scenario for nvidia or at least a nightmare scenario for nvidia is that it basically has it the two one or two labs break so far from the pack that is just you know almost monops”
Nvidia faces a nightmare monopsony trap as its top two customers, who drive 39% of revenue, actively build custom chips to crush its pricing power.
“you have the company I don't know the service nows of the world who will look like they could be in a position where they might have to pay a tax to the most advanced models”
Software vendors like ServiceNow bleed margin paying an AI tax to license frontier models like GPT-5.2 by January 2026 just to stay relevant.
“investors are looking at it like, I do not have any confidence that I could name the date in which the alphabets of this world will return to positive free cash flow. There is no reason to think that ”
Alphabet is bleeding cash and just hit a $5.9B deficit because it cannot stop spending on AI compute without losing the arms race to competitors.
“The cybersecurity equilibrium is... most likely it's just like costs go up for everyone loosely because you have to harden yourself more against AI.”
AI-driven threats force companies to harden their defenses, guaranteeing a structural surge in cybersecurity spending to a projected $240 billion by 2026.
“The whole, it turns out if you keep training and scaling the models more, they develop broad new capabilities lots of domain thesis was wrong... The recent batch of models haven't gotten more general,”
Microsoft is burning $35 billion a quarter on AI infrastructure for a general intelligence scaling thesis that is already proving false.
“the Dow skids 1,100 points as investors worry about Fed next steps... but fortunately the economy chugs on and the economy is strong. So I believe in it I believe in it too Never never black pill”
The U.S. economy powers right through the noise even as the Dow plunges 1,100 points on inflation fears, making the broader market a screaming buy.
“HBO max is launching HBO max shorts for those who don have the attention span to watch an episode of TV... it actually is great content so I can understand why they're trying to own a piece of that.”
Warner Bros. Discovery reclaims the TikTok generation by launching a vertical scroll feed in July 2026 to directly monetize its massive library of HBO clips.