Money can always come back. Time can't. ๐ธ๐ด
We get so caught up chasing the next big win that we forget the one thing we can never get backโtime. Our portfolios grow, but life keeps moving.
Earn. Invest. Build wealth. But not at the cost of actually living.
One day
Whereโs the money in AI?
Video Link: https://t.co/M3yQNc7JaW
In 2023 it flowed to Nvidia, in 2024 to energy, in 2025 to memory. So where will AI money go in 2026 and beyond?
Anthropic's value shot up 2.5x in just 3 months:
$380B โ $965B.
But here's the real story.
Net dollar retention among customers? 500%.
Existing clients are spending 5x more on Claude than last year.
9 out of Fortune 10 are customers.
Gross margin: 60-70%.
And
SPY dipped below the 730 key level this morning. Gotta watch if it can bounce back. SPX has solid support right under at 7300 though. Three days left in the quarter so expect some wild swings in both directions ๐ข
VIX spot is up 7% but futures only +3.5%... that's interesting
Alphabetโs stock is feeling the heat after Google lost four top AI names to competitors in just one week.
First Noam Shazeer left for OpenAI, John Jumper went to Anthropic. Now key Gemini researchers Jonas Adler and Alexander Pritchel are also heading to Anthropic.
Demis
18-year-old Ayyoub Bouaddi in his WC debut vs Brazil:
-91% pass accuracy (60/66)
-100% pass accuracy in the final third (16/16)
-6 ball recoveries
-5 interceptions
-9 duels won
A star is born ๐ซ