$PGY dropped Single Family Rentals from its business segments.
Why they're out:
• leasing fraud
• lease renewals & defaults
• high renovation/maintenance costs
• HOA rules
• unreliable tenant info
• regulations
Q1 2026: network volume up 9% YoY to $2.6 across a
@akrph2oiCAUo7xM Kinda reminds me of WeWork's hype cycle. Lots of big numbers moving around, but the actual product needs to prove it can sustain itself.
🚨 AI BUBBLE MIGHT POP SOON
Microsoft put $13B into OpenAI, but that money came right back through Azure and got booked as revenue. Amazon and Google are pulling the same tricks with Anthropic, boosting their AI valuations on paper.
OpenAI burns $60B+ a year on computing b
Amazon just went big at their 'Delivering the Future' event in London 🚚
€10B+ for European fulfillment centers with next-gen robots. 25,000 new jobs coming. A new Proteus robot you can control with plain talk—no coding needed.
Amazon Now ultra-fast 30-min delivery to M