Semis are down 10% over the last week, and if they fell another 20% from this point… they’d still be up 20% from the March low.
Fed’s gotta hike
The dynamic this boom really needed was a price war to compound margin pressure.
When he said “I love the inflation” he meant it.
Reminiscent of the Sad Guys on Trading Floors tumblr from the bad old days of the GFC.
Hoo boy
Reinventing shock and awe from first principles:
“Trump is considering is launching an operation that is big in scale but short in duration”
OpenAI and Anthropic each opening their road show presentations with a few slides on price war strategies and tactics.
Pretty good indication of where we are when the US President announces an imminent invasion of Iran with plans to take control of the energy infrastructure, and Brent barely budges.
Bancroft Sutherland
Bancroft Sutherland
Bancroft Sutherland
Bancroft Sutherland
Bancroft Sutherland
Bancroft Sutherland
Bancroft Sutherland
Bancroft Sutherland
Bancroft Sutherland
Bancroft Sutherland
The company might lower prices for tokens, the central unit for gauging AI costs, though the discussions are still in flux.
