@_DomDav @twoodhouse14 why would they sell here? who benefits lol. they have no need to sell
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Emotional Investor
18.8K posts
@twoodhouse14 I can see a PE firm taking them private then relaunching in a few years when the market isn’t on its head.
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$U acquisition incoming? Good for them. Company is actually quite good when you look at the uphill battle they have from that string of bad decisions made by former leadership.
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@from1tomillion @awokemillennial @DeItaone he is very selective about what news he is highlighting lol
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@awokemillennial @DeItaone Walter is just posting news released on the bloomberg terminal, he isn't claiming anything himself.
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IRAN HASN'T REQUESTED PAUSE ON ENERGY-SITE STRIKES, MEDIATORS SAY -- WSJ
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@mehtapraful123 because they are divesting two chunks of their business and it would be a surprise if they waited till earnings to announce that
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$U - why pre-announce? No real value in the 10-15% short-term pop in a market dominated by negative macro news. Only possible reason is they are getting inbounds on a possible acquisition and they are trying to get the bid price up. But then why not just talk about a 'strategic review'? Just strange...
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$META goes down as much on killing teens as software goes down on an unrelated Anthropic blog post
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Ha, yeah I was trying to read into your point more. Sometimes we see what we want to see. I'm not qualified honestly to say if it's overvalued. For my use case, the worst case scenario local models bankrupt OpenAI or Claude. In that case I'm still fine to keep using it. Local models are their biggest threat in the next 3-5 years.
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openai's entire strategic position depends on being the trustworthy ai company that governments & enterprises want to work with.
erotic chatbot is maximally corrosive to that positioning. character ai is already dealing with the liability overhang & they're not even trying to sell to the pentagon.
the tail risks were genuinely nightmarish here incl severe brand damage through endless memes & stories.
Financial Times@FT
OpenAI puts erotic chatbot plans on hold ‘indefinitely’ ft.trib.al/4Q2hLpT
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@LeveragedFun @signulll Honestly I'm not even concerned about AI valuations, maybe it is overhyped at the market level. But I have users to help and a family to feed. The only question that matters to me is: is it useful? For me, clearly yes.
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@Tibbzzee @signulll yes this is what I mean. you are dependent on AI succeeding.
I don't hate it fwiw, but I also don't love it either. I think it is currently overhyped. IMO it will be like the internet - massive, game changing technology and yet lots of companies still went broke before adoption
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That's sad because SWE is like magic. You can create anything you want once you solve SWE. Including erotic chats, and video diffusion models. I'd be happy to meet with you and show you how good it's gotten. The skill ceiling keeps dropping, solving coding means you'll have access as well. It's def not a bubble. I have 500 users and use AI Assisted coding as a domain expert in the AEC field. It's def real and we're not leaving.
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@LeveragedFun @signulll If you believe in the power of Software Engineering then all problems get solved through Software Architecture, AI Research, and Coding. Solve that first and compounding gains kick in across every domain. Anything else is putting the cart before the horse.
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@Tibbzzee @signulll average person does not like AI already. lobotomizing it into a coding dev tool doesn't seem like a great strategy for long term adoption to me. but I guess entreprises will pay decent $$ for a decent tool. not sure if it justifies a $1tril valuation or will ever be profitable
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@signulll They don't need all this extra erotic or video generation stuff. Basically, be like Claude. Ship things almost everyday for devs. That will move the industry.
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@ManFriday62 @planefag im exaggerating just like your stupid comment. but 1% of your GDP dependent on *remittances* from the USA is hilarious. you are just bitter
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It's quite interesting how much commentary boils down to "avoiding a few weeks of economic disruption for other nations is more important than the US not suffering yet another rogue regime run by psychopaths pointing nuclear ICBMs at it, forever."
Ishaan Tharoor@ishaantharoor
Having just seen long lines for cooking gas cylinders on the streets of cities in India — one of many bystanders to the conflict whose population has been seriously impacted—I’m struck yet again by how relatively insulated the U.S. is from the wars it unleashes
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@ManFriday62 @planefag USA can cut off remittances to India and your country will be in a great depression
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@planefag Ohh the empire's already on the way down, don't worry about that.
Unsustainable debt, limited manufacturing, falling below replacement TFR, rising social unrest, petrodollar under active threat..can't just blast your way out of everything.
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@shawmakesmagic @gfodor it took 1 month for USA to wipe out Saddam's Iraq, who were a regional power (they fought a war with Iran!)
same timeline for an invasion of Iran, at least for the western half of the country where everyone lives
occupation is a different matter, but Iran regime is unpopular
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@gfodor Iran wont have a nuclear program, ballistic missile production, or threaten the Strait. many paths to get there, but it seems the regime is quite delusional, so I expect boots are hitting the ground. i dont think it involves a 20 yr occupation tho, ppl have PTSD from GWOT
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@cfo_mm could also say the same about Dario and Sam talking about AGI constantly. many barbers out there and they all want you to get a haircut
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One of the largest owners of software companies thinks the selloff is overdone? You don’t say?
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@Mac_DaddyChuck @RyanGirdusky there is clearly a lot of movement to Texas, Florida, Atlanta and the Carolinas. thats clear even on this map
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Look at California and New York... this is with Biden being President for 6 months.
2025-2026 is going to be a bloodbath
Michael Li 李之樸@mcpli
New from the Census Bureau: Population change by county between July 2024 & July 2025.
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@insolventXBT @Crussian17 i am a big fan of personal responsibility. this is like blaming McDonalds for making you fat from supersized meals. food is addictive too
my guess is that kids under 16 eventually get restricted off social media because that is in progress elsewhere like EU and Australia
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@LeveragedFun @Crussian17 Nobody is calling for stock trading apps to be banned. On the contrary they should be accessible but anyone who thinks stock trading and sports betting isn't gambling is either an imbecile or just a bad faith actor
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There’s no way a judge keeps the addictive verdict on $meta, if they do that then Robinhood is addictive and mobile games and everything else in life is addictive
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@AlfredAlfer77 @elonmusk i mean thats part of the reason they killed Sora. it's too expensive. they dont make royalties on the Will Stancil show
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You know this site is j**ted to oblivion when people here can't understand the quality difference in Grok Imagine vs Sora. Any artist would be able to tell, but artists aren't using grok, only brown people who want 4 second goonslop clips. Good job @elonmusk for helping kill this incredible artistic tool because you want to please Indians who can't tell the difference between an authentic Italian meal and a can of Chef Boyardee.
Linda@AlfredAlfer77
Grok imagine is completely inferior in every way to Sora, sorry. Tinny, botched audio, gay looking characters, subpar physics, hyperreal to a fault. And the fact that you have to use it on a social media platform is retarded. Obtain access to Sora and then maybe you'll have a good product.
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@insolventXBT @Crussian17 how is Robinhood a gambling app? its just like any other trading app. why dont we ban stock trading while we are at it? its addictive too judging by my feed
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@Crussian17 Framing social media as addictive is stupid. That being said robinhood is basically a gambling app and that is provably addictive.
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