My predictions surrounding gold parity have definitely underperformed in recent months, with Bitcoin continuing to circle around $90,000 and gold topping $5,000, as currently our hovering price would be approx. $108-110,000. Interestingly, it appears that family offices abroad view Bitcoin as having an endowment bias, which is not ~untrue~.
The joy of intense snowfall is akin to Blade Runner 2049's end scene of Joe looking up at it falling, there's an interesting lack of sound deadening that only seems to happen with snow.
It seems Cowork has eliminated a ton of AI investments that have happened over the past few months, as it seems VC has invested in AI for (X) especially in the B2B space. I also saw a clip from Brian Chesky on TPBN where he stated that people should make AI for consumer.
I believe the consumer is largely "tapped out" for their average $1,100 yearly spend on subscriptions, and I am very bullish on Anthropic's extensive enterprise focus will easily beat out wrapper startups. We see consumers "tap out" with Altman's tweet supporting ads, because users want to "use a ton of AI without paying for it".
If users cannot justify $20 for ChatGPT, they will definitely not justify $20 for AI for (X). I largely think Apple/Google will beat out Microsoft/OpenAI by focusing on on-device AI instead of cloud compute.
For the last 6 months, we definitely seen that all of crypto his highly correlated and viewed as a risk-on asset rather than a safe haven or reserve currency (like gold). My guess is that this divergence during this time reinforces this review in the eyes of conservative central bankers and institutions, and that becomes self-fulfilling. I still think behind the scene the infrastructure of crypto/blockchain e.g., stable coins, others, are being adopted and tested for institutional scale but I'm not sure how that impacts of the demand for the coin as an asset.
Consumers are probably only going to upgrade for one, and outside of tech-forward, I'm not sure that your average school teacher or nurse is really going to use more AI than you get in the free plan (asking it to summarize a few things, etc). Their needs just aren't that complex, and as more AI is built into everything, they will probably consume it more this way. Most people want to watch videos/movies/entertainment, not make them at scale.
I've cut back on a bunch of subscriptions this year and consolidated around Google. Cut zoom, cut calendly, etc. It can all be too much noise when concentration on quality and focus help you break through
My predictions surrounding gold parity have definitely underperformed in recent months, with Bitcoin continuing to circle around $90,000 and gold topping $5,000, as currently our hovering price would be approx. $108-110,000. Interestingly, it appears that family offices abroad view Bitcoin as having an endowment bias, which is not ~untrue~.
The joy of intense snowfall is akin to Blade Runner 2049's end scene of Joe looking up at it falling, there's an interesting lack of sound deadening that only seems to happen with snow.
It seems Cowork has eliminated a ton of AI investments that have happened over the past few months, as it seems VC has invested in AI for (X) especially in the B2B space. I also saw a clip from Brian Chesky on TPBN where he stated that people should make AI for consumer.
I believe the consumer is largely "tapped out" for their average $1,100 yearly spend on subscriptions, and I am very bullish on Anthropic's extensive enterprise focus will easily beat out wrapper startups. We see consumers "tap out" with Altman's tweet supporting ads, because users want to "use a ton of AI without paying for it".
If users cannot justify $20 for ChatGPT, they will definitely not justify $20 for AI for (X). I largely think Apple/Google will beat out Microsoft/OpenAI by focusing on on-device AI instead of cloud compute.
I use a "one in, one out" rule for subscriptions, (https://www.gq.com/story/true-confessions-of-a-subscription-hoarder) so I've enjoyed trying Codex 5.2 but cutting it and using Claude. T3.chat is a good way to gain exposure to most models for $8/mo, it's like a charcuterie board for AI models.
For the last 6 months, we definitely seen that all of crypto his highly correlated and viewed as a risk-on asset rather than a safe haven or reserve currency (like gold). My guess is that this divergence during this time reinforces this review in the eyes of conservative central bankers and institutions, and that becomes self-fulfilling. I still think behind the scene the infrastructure of crypto/blockchain e.g., stable coins, others, are being adopted and tested for institutional scale but I'm not sure how that impacts of the demand for the coin as an asset.
Consumers are probably only going to upgrade for one, and outside of tech-forward, I'm not sure that your average school teacher or nurse is really going to use more AI than you get in the free plan (asking it to summarize a few things, etc). Their needs just aren't that complex, and as more AI is built into everything, they will probably consume it more this way. Most people want to watch videos/movies/entertainment, not make them at scale.
I've cut back on a bunch of subscriptions this year and consolidated around Google. Cut zoom, cut calendly, etc. It can all be too much noise when concentration on quality and focus help you break through