@BlackLabelAdvsr Outside is basically no go zone for half the year so maximizing the inside space makes theoretical sense… but yeah, I’d never live there
@LanceRoberts Long before AI the idea that a software company should have the same ability to protect their income stream long into the future seemed absurd to me.
With AI the moat seems even harder to defend.
@PloutonCapLLC @AnnaEconomist@MauiBoyMacro@TheTerminal Honestly, it’s a pain to shop sales but Costco isn’t the best bang for your buck on most things. It’s super convenient and always a pretty decent to good deal so I still go there. Also the produce quality has dropped off a lot these days IMO.
@munster_gene@WSJ Interesting thought experiment… wouldn’t a hybrid with a 600-1000 mile range actually be a better daily autonomous vehicle? The cost of fuel when compared to the savings in costs of labor and keeping the vehicle in service longer might be a worthwhile trade off.
@StockMKTNewz And quietly Hyundai Motors becomes the second most profitable car maker. Watch them, their hybrid strategy and India business is solid. Not financial advice y'all.
@dividendology I've been trying to think about this in a different way... I think another way to view it is that the SP500 has never had so much high tech weighting at the beginning of perhaps the most significant disruption. I'm a value guy but something about this chart doesn't feel right.
@Malone_Wealth It’s an interesting comparison.
I think there could’ve been a world where covid was the new normal and zoom became the dominant meeting place for everyone.
With AI… how much would you pay to have extra IQ points? If things continue that’s what we’re trying to value.