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[Steve Vrionis @stevevrionis]

@LukeMiani No, Apple bet that the return on capital wouldn't be good and that AI development would be commoditized like you're seeing how quickly cheap Chinese open models catch up.

[invest correctly @investcorrectly]

@stevevrionis @WallStreetApes This!

[Joe Weisenthal @TheStalwart]

Wild chart from Jim Reid at Deutsche Bank, showing how much OpenAI is expected to burn before turning a profit.

A couple things stand out also: How small the $AMZN burn really was for its first 8 years. How big the $UBER burn was before ultimately getting in the black

[invest correctly @investcorrectly]

lol

[CNBC @CNBC]

Jim Cramer calls Nvidia's stock slide a buying opportunity — here's why https://t.co/PRudtXHcDd

[Steve Vrionis @stevevrionis]

@amitisinvesting The future will repeat the past and there's no way capex can remain this elevated and not encourage more of this behavior. https://t.co/dryXc5MbBg

[Steve Vrionis @stevevrionis]

hey @elonmusk, who broke the imessage url share for X so that it shows likes and replies instead of the account name? Put the account name back!

[Wall St Engine @wallstengine]

Barrons: Quantum Stocks Look Like They’re Forming a Market Bubble.

$RGTI $QUBT $QBTS $IONQ

[Steve Vrionis @stevevrionis]

I was just curious about this...

[invest correctly @investcorrectly]

Interesting part here is who brought up Crypto Currencies. "Homeland Security" https://t.co/EBDeWtvUrO

[Stratechery @stratechery]

Why Ajit Pai Is Right

https://t.co/Bg1Me5ysxt

Any regulation, including those around net neutrality, should be put to a cost-benefit analysis. In this case regulation advocates come up short.

[invest correctly @investcorrectly]

#Tesla Is Going After Semi Truck Industry https://t.co/frCABAMBJx #ElonMusk

[invest correctly @investcorrectly]

Tesla Motors Inc (NASDAQ:TSLA) Is Not “Hotbed for Racist Behavior”
https://t.co/PdN54iLYb1

[Jason Zweig @jasonzweigwsj]

if CalPERS is calling the top, maybe we’re closer to the bottom than we dared imagine https://t.co/lYT0eyZ3Wy

[invest correctly @investcorrectly]

Sears announcing a store opening!?!? That is unique... $SHLD https://t.co/b9EA2iThks

[Transformco @TransformcoHQ]

Sears Opens New Appliances & Mattresses Store in Honolulu https://t.co/BtDVlrREPK

[Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein]

I think this overlap may have more to it than Paul Krugman realizes

[Plan Maestro @PlanMaestro]

"Waksal, Milken, Ivan Boesky, Carl has never got into trouble. But he's played with everyone who did" #icahn

[txlaw @txlaw_v2]

$JPM $BAC $C

[Liberty 💚🥃 @LibertyRPF]

This piece is about streaming music, but good part is profile of $SIRI / $LSXMA economics: https://t.co/GxaXup29H5

[Liberty 💚🥃 @LibertyRPF]

“CEOs seldom tell their shareholders that they have assembled a bunch of turkeys to run things.” (BRK 1987)

[Jason Zweig @jasonzweigwsj]

Just found this classic in my files (h/t @LeutholdGroup), evidently from @weeklystandard.

If only I had written it!

cc: @morganhousel