Downtown Josh Brown
👤 SpeakerAppearances Over Time
Podcast Appearances
They're coming up with their new story, right?
The circular financing, like the whole thing is spinning plates or whatever.
I'm not hearing a ton of that.
The cybersecurity stocks.
I think almost all of them are back at all-time highs.
Ripping.
Another myth blown up that every type of software would be instantly worthless thanks to Claude.
It seems obvious now in hindsight.
It does show there's a path forward for software companies if they do something that's important enough that people won't screw around with vibe-coded versions.
What do you think about that idea?
Microsoft and Meta are not on the new high list.
The only one that is is Alphabet because it has its own LLM.
Yeah, but they're still spending money on it.
Yeah.
Apple not involved in AI at all.
They don't even actually acknowledge that AI exists yet.
What's the left axis?
Sorry, moving from chat GPT to Claude.
Okay, people aren't using enough tokens.
But do you know what they want them to be doing?