LongGameEquity
18.6K posts
@LongGameEquity
Long-term investor focused on disruptive tech 🚀 AI • SaaS • Software | 5–10 yr horizon 👇 Investing tools + brokerage signup
THE "AI KILLING SOFTWARE" SENTIMENT IS BACK. 🔴 IBM preliminary results look terrible, sparking a massive wave of panic across enterprise tech: 🔴 $IBM -18% 🔴 $NOW -6% 🔴 $ADBE -5% 🔴 $ZETA -4% 🔴 $MSFT -3% Is the software growth narrative hitting a wall, or is capital just rotating straight into hardware?
BREAKING: Lucid $LCID stock crashes -30% in 30 minutes on bankruptcy news 🩸
BREAKING: Meta just pricemogged OpenAI & Anthropic with Muse Spark 1.1 that’s reportedly 75% cheaper, putting new pressure on both open & closed models We’ve now hit the price wars phase of the AI cycle. @amitisinvesting covers how models are going to battle, including our interview w/ @Cerebras CEO @andrewdfeldman on Alex Karp’s sovereign AI thesis: “You shouldn’t be dependent on NVIDIA. You shouldn’t be dependent on one model maker… you’d like to have choices at each layer of the stack.” “If you have unique data, be sure you don’t give that away… have multiple choices in different parts of the stack, but you get the credit for your data.” Amit’s take: “This is great for Meta. It’s great for NVIDIA. It’s great for all the semi-stack. It means they’re gonna spend more on compute. It’s good for Nebius. It’s good for CoreWeave. It’s good for all the software names.”
