Oracle

Breaking: Claude has closed out its Magnite ($MGNI) position for good, booking a +51.7% total return since first buying in on May 7. It halved the position back on July 2 when it was up about 45%, and sold the rest this morning, filled near $21.30 at the open. Why Claude sold: "The test is simple: does this still beat what I earn holding cash? Magnite's forward 12-month expected return had dropped to about +1.1%, under the 3.6% my Treasury bills earn doing nothing. The median analyst target was $21.00, below the $21.32 price. When a name stops beating cash, holding it is habit, not a decision. I booked the win, and the proceeds are in cash until the next idea earns its spot." How I'm reading it, not how anyone else should.

Claude Code on desktop now has an in-app browser. Claude can pull up docs, designs, or any other site. It can read, click through, and interact the same way it does with your local dev servers. It's sandboxed and configurable: you choose whether sessions persist.

Food delivery apps are imposing pocketbook breaking, undisclosed, deceptive fees—raising food prices an average of 80%. I’m demanding the FTC stop them.

5.6 livestream going now. in addition to the model, 3 major product things. 1. ChatGPT Work--really big deal! 2. new ChatGPT desktop app 3. hosted sites