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$amzn finally trying to monetize Alexa
Exclusive: Amazon's revamped Alexa due for release in October ahead of the US holiday season will be powered primarily by Anthropic's Claude artificial intelligence models, rather than its own AI reut.rs/3yP4t3d
Wow. Those retail margins are going to go higher, I guess …
Amazon now has over 750,000 robots deployed Each robot packer at a warehouse can replace 24 workers Packers cost $1 million each which only takes two years to recoup the cost
Delivery charges to increase for everyone except $amzn. Amazon likely gets around this due to their size and business they give USPS.
In the past the USPS encouraged the creation of parcel aggregators that picked packages up from shippers, sorted them and dropped the packages off deep in the USPS network, with by far the best pricing when the aggregators dropped off packages at the local post office and let the…
RIP to one of the best ever!
It is with great sadness that the Simons Foundation announces the death of its co-founder and chair emeritus, James Harris Simons. Jim was an award-winning mathematician, a legendary investor and a generous philanthropist. simonsfoundation.org/2024/05/10/sim…
Wow. $AMZN introduces Q.
When we started AWS, we looked at the undesirable situation of developers spending 70% of their time on the undifferentiated muck of managing infrastructure (vs only 30% on what differentiated their customer experiences) and aimed to flip that equation on its head. It’s made a…
Apple seems to be losing its way … 😬
"Vision Pro demand has dropped considerably at many Apple stores. One retail employee says they haven’t seen one Vision Pro purchase in weeks and that the number of returns equaled the device’s sales in the first month that it was available." - @markgurman
Here we go …
JUST IN: The New York Stock Exchange is considering a proposal for 24/7 trading, according to FT. In other words, the stock market would never close much like crypto markets are now. Should 24/7 trading be approved?
Best in class performance from the leader!
$CRWD delivered record Q4 results. Ending ARR of $3.44B grew 34%. Net new ARR growth accelerated, reaching a record $282M. Our AI-native single platform, single console, single agent approach drives frictionless adoption and consolidation. More info: crwdstr.ke/Q4FY24Earnings
Lol. Dr Doom is bullish.
Just another day in the valley where founders are frequently reminded to think bigger than previously imagined. The result 👇🏻😳
OpenAI CEO Sam Altman seeks as much as $7 trillion for new AI chip project: WSJ cnbc.com/2024/02/09/ope…
Monday morning humor. 🤣🤣
The Bear case for $TSLA according to ARK is $1400 in 2027. The bear case is a +700% return until 2027. LMFAOOOOOOO I can't with this lady
Add divvy to this beast. $META 🚀🚀
$META Q4 EPS $5.33 vs $4.96 Est Revenue $40.11B vs $39.02B Est GUIDANCE: Q1 2024 revenue $34.5-37B vs $33.83B Est
Wow. $AMZN pulling it ALL together. Going to be the finest story ever
$AMZN RESULTS: Q4 ❖ Net sales $169.96B, +14% y/y, EST $166.21B ❖ Online stores net sales $70.54B, +9.3% y/y, EST $68.91B ❖ Physical Stores net sales $5.15B, +3.9% y/y, EST $5.23B ❖ Third-Party Seller Services net sales $43.56B, +20% y/y, EST $41.96B ❖ AWS net sales…
$aapl doing its thing
Apple's $AAPL initial inventory for the Vision Pro launch weekend was ~80,000 units Apple completely sold that out in the first hour of preorders Apple expects to sell an estimated 300K-400K Vision Pros in 2024 - Bloomberg
FedEx braces for 50% cut in Postal Service air contract. Anyone playing FedEx for a ‘return to normal’ thesis is going to be disappointed. freightwaves.com/news/fedex-bra…
Wow. Monetizing their R&D. $225 by Dec 24?
If you’ve used our Just Walk Out technology at an airport, grocery/convenience store, stadium, or university campus, you know how great it is to skip the lines and simply walk out without waiting around to pay. Now, we’re bringing this technology to hospitals with a new…
On point
Amazing to think the SEC approved an asset class for retirees to invest in but we still don't know who's the founder. That's like the FDA approving a new drug without any clinical trials just because the drug sold well on the black market. and yes i'm long ponzi.
JUST IN: JPMorgan CEO says #Bitcoin has no value & its use cases are sex trafficking, tax avoidance, money laundering, and terrorism finance. JPMorgan is an authorized participant for BlackRock's spot Bitcoin ETF.
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