I love it when my outlook is slightly more cautious, which I say completely literally, and not as a euphemism for screaming “Fuck! Fuck! Fuck!!! Everyone invested too much in fucking data centers!!” like Chef Carmy from The Bear

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I see my daughter has been playing with the (very patient) dogs.

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Human has to supervise outside kitty dinner because Roxie wants to be mean to Lucy. Human keeps reminding Roxie to be nice and Lucy to make good decision

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FAANG (N for Nvidia or Netflix) all have moats and are valued as such. Anthropic at $2T is essentially a most valuation which doesn’t seem to make sense given how low switching costs are for AI models.

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While many believe AI token prices will go up over time, they’ve actually been getting cheaper as competition from open weight models puts pressure on the pricing from frontier labs. Additionally, developers seem to have little qualms around switching models. So far, no one seems to have a moat.

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