Ryan

[The Babylon Bee @TheBabylonBee]

Kentucky Derby Convenes Committee To Determine What Is A Horse https://t.co/WAsSMraCGP

[Ryan @ryanbarry]

@Polymarket

[Ryan @ryanbarry]

@AladyPL

[Ryan @ryanbarry]

@Polymarket TFW you are Copilot

[Ryan @ryanbarry]

@TheBabylonBee He’s right.

[Ryan @ryanbarry]

@IndexAndForget Wait for the insiders to cash out first then decide.

[Ryan @ryanbarry]

@tridentstrateg @MarcosMillaYT Which ones?

[Ryan @ryanbarry]

@oguzerkan I don't get this concept. Even if OpenAI and Anthropic vanish there will be options.

[Prof @TheProfInvestor]

$MSFT Microsoft is near the 200 week moving average

"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time." - Charlie Munger

[Ryan @ryanbarry]

@BitcoinCadet @patientinvestor It will just cost $1T in tokens and then still fail. It’s not the software.

[Ryan @ryanbarry]

@blumenthal91573 @dividendology Models are about to be commoditized, soon nobody will care about any of them.

[Ryan @ryanbarry]

@DonMiami3 Models are going to commoditize, so in cloud options will get cheaper.

[Ryan @ryanbarry]

@jun_song Just be patient.

[Ryan @ryanbarry]

@MacroSkokie @zerohedge The models are going to commoditize, the economics for long running agentic scenarios don't work with OpenAI/Anthropic. This would be DeepSeek running in Azure.

[Ryan @ryanbarry]

@Mckn0w @NathanMcNulty If the other models aren't cost effective then there isn't much choice here. And it'd be DeepSeek running on Azure not in China.

[Ryan @ryanbarry]

@Nighttrekker3 @HMD2V @FinanceLancelot It will be DeepSeek running on Azure in the U.S.

[Ryan @ryanbarry]

@cc_video_edit @DudeWhoInvests People chasing shooting stars. They'll be back.

[Ryan @ryanbarry]

@mukund @trincodr Seems like the model themselves are going to be the commodity in all this. I think that's already happening. Unsubsidized by the drink pricing is going to accelerate that.

[Ryan @ryanbarry]

@brandon_Invests @Polymarket Like any other economic situation, it will find it's balance based on supply and demand.