Shipping rates are going wild because of the Iran War
A 40ft container from Asia to the US West Coast just jumped +$655 (+20%) in a week to ~$3,933, a 6-month high
Asia to Northern Europe went up +$793 (+27%) to ~$3,649
Since the war started, Asia-to-US rates surged +1
@PhillpTamplin I get why people track both, but ROIC tells me more about actual cash generation. ROCE feels like it can be too easily distorted by non-operating items.
🚨 Heads up: the AI hype might be crashing soon
Microsoft gave OpenAI $13B.
OpenAI spent that cash back on Azure.
Microsoft called it revenue.
Amazon & Google are doing the same dance with Anthropic, pumping up AI valuations.
OpenAI burns $60B a year on computing but
@D10Slimm I've been watching this slide for weeks now. Honestly, every dip like this makes me wonder if the whole crypto hype cycle is finally losing steam for good.