To The Moon

It certainly was shared with a purpose and not accidentally. I wonder how Anthropic feels about this official "leak"

I might want to add that the destruction of civilian infrastructure (eg bridges in Iran as well as desalination facilities in Kuwait) are war crimes committed by both (!) parties. I know Iran does quid pro quo and the argument can be made that they didn't start this but still, both sides committing war crimes!

When Warren Buffet gives a lesson in investment, people better start listening. I totally agree with him that the market is based on the wrong analysis and decision making.

Haha, how many times more does he want to declare total victory over Iran? If you think it's like that then have the balls to start a ground invasion. Iran has enough drones, missiles etc left whereas US for sure has started to deplete their capacity again and is running out of money for a stupid and illegal war they shouldn't have started. 

They will eat into cable and mobile internet companies business as their second biggest growth (biggest one is their new ad business).

Small margin business on their overcapacity as they can't make revenue on their enormous Capex burned. All the while their NVIDIA assets are depreciating fast (some say in 2-3 years). The only one winning from this AI cycle is NVIDIA!

The bubble is slowly bursting. SpaceX and Meta have overcapacity and not getting revenue in return for it. Who wants to use their crappy models anyways? Everyone wants to use Claude on the other hand, not even OpenAI so much hence their delayed IPO

Are we at peak AI bubble already? The talks of reducing capex are already happening, Zuckerberg saying that the revenue increase hasn't materialized. OpenAI postponing their IPO. NVIDIA seems to have peaked as well. SpaceX is a complete joke and despite all tricks (early index listing etc), it's below IPO price already with only 5% of stock in float. Doesn't look good, old enough to remember that this looks even worse than the Internet bubble of 2001.

Here we go again. As long as Trump and Bibi are in command there won't be any peace in the Middle East. All he knows is bullying, lying and threatening. He was never successful with this "Art of the deal" in his business life, nor is he successful as US President. Can't wait for mid-terms

No, expansion is slow because FSD isn't ready to drive autonomously without safety drivers or remote driving. Something that Waymo does for many years already.