Snow Capital

I know nothin'

[DeepSeek @deepseek_ai]

API pricing update 💰

With the V4 lineup release, we’re updating our API pricing and introducing peak and off-peak rates. Off-peak rates are 50% lower than peak, enabling more flexible workload scheduling. 📉

New pricing takes effect at 16:00 UTC, Aug 16, 2026 🕒

[Snow Capital @moat_inspector]

@puppyeh1 They drink the cool aid

[Snow Capital @moat_inspector]

@Mufasa_Capital is that supposed to be a young scarlet johansen?

[Snow Capital @moat_inspector]

@janklp @hollertotide @DrewCohenMoney not really. hence have a huge cash position which is a bane of my existence.

but some easy answers: berkshire, big tech (goog, apple, amzn), jp morgan, xom/chevron, costco/walmart

[Snow Capital @moat_inspector]

@janklp @hollertotide @DrewCohenMoney correct. but at PE of 17, i like try to peek 10-20 years into future.

i see a dense fog

[Snow Capital @moat_inspector]

@hollertotide @janklp @DrewCohenMoney very good overview!

re: EV/Autonomous

I worry Ev/automous might build globally sooner than people realize. Might have 3-5 hugely vertically integrated capex burning players running at-cost fleets and doing inhouse repair logistics.

dont wanna bet against tesla, waymo, china

[Snow Capital @moat_inspector]

@west4thstreet @bobspaysubstack 🤣

[Snow Capital @moat_inspector]

@PythiaR guidance is by far the most important number. everything else is noise.

[Snow Capital @moat_inspector]

@bgurley @miramurati @thinkymachines this can go all the way to low margin services and commodities.

[Snow Capital @moat_inspector]

@EquityBrian so does $IBM letter suggest that enterprise customers are moving at least some compute back to on-prem ?

[Snow Capital @moat_inspector]

@EconomPic he is one of the funniest people on the internet

[Snow Capital @moat_inspector]

@michaeljburry @StockOptionCole at this point, sp500 might be too big to fail

[Snow Capital @moat_inspector]

@StockMarketNerd he has just lived so long that he knows all the patterns

[Snow Capital @moat_inspector]

@lingams oh shooot - randomly bought this last year cuz of the buybacks

[Snow Capital @moat_inspector]

@DrewCohenMoney Google has same issue
As content get locked in private silos (social media) and open internet suffers

The long tail of small players is the moat

[Snow Capital @moat_inspector]

@DrewCohenMoney Yeah clumping is the enemy of the network

Same dynamics with stock exchanges and private market makers

$abnb is more insulated but there govt can quickly remove supply

[Snow Capital @moat_inspector]

@varuninvesting @realroseceline What is the terminal value if self driving penetration is high

[Snow Capital @moat_inspector]

Tech companies with historically strong moats are desperately trying to commoditize each other

Meanwhile traditional Tech commodities…

[Snow Capital @moat_inspector]

$mu is gonna eat NASDAQ alive