CapitalNomad

[CapitalNomad @CapitalNoma]

I had a glitch in the soxx market map then noticed it once it was fixed

[CapitalNomad @CapitalNoma]

$skhy part of $soxx now

[CapitalNomad @CapitalNoma]

ai infra and robotic automation

[CapitalNomad @CapitalNoma]

Amazon's vertical integration is to be admired. Why don't people just switch to Walmart ? Its amazon logistics and e-commerce approach primacy .. like in Agentic era could Walmart gain .. not sure they are wired that way . Shame

[CapitalNomad @CapitalNoma]

Another take on this is amazon should lean harder into AI as Agentic commerce reduces moat/differentiation...

[CapitalNomad @CapitalNoma]

Apple Pay glitch .. evidently its on apple's end .. 3 days post launch

[CapitalNomad @CapitalNoma]

@akhenosiris Anti trust concerns could be raised against Amazon?

[CapitalNomad @CapitalNoma]

nothing super interesting when I had it dig into that , it was more the infra thematic that dominated

[CapitalNomad @CapitalNoma]

I don't what the latest soxx site is supposed to be doing so I had to ask

[CapitalNomad @CapitalNoma]

codex. :"There’s one important weakness: sentiment currently describes the article overall. A story about funding an Nvidia competitor was labeled positive, which does not necessarily mean positive for Nvidia. And several articles can repeat one event."

[CapitalNomad @CapitalNoma]

so its the jobs you structure I guess it can get quite expansive

[CapitalNomad @CapitalNoma]

token costs free with open AI but I guess it depends on what your trying to do ..

[CapitalNomad @CapitalNoma]

@FaytuksNetwork oil faded on this I presume ?

[CapitalNomad @CapitalNoma]

@Mr_Derivatives weekend pump on agentic 40 to 1 ratios

[Drone Wars @Drone_Wars_]

Via Astralconspiracy