Harry Stebbings

Other things that made it to the top.

Other things that made it to the top.

SaaS now trades at a discount to the S&P 500 for the first time in history.

SaaS now trades at a discount to the S&P 500 for the first time in history.

Wow, that's sad.

Wow, that's sad.

Meta weighing tens of billions more for CapEx spend following in the suit of Google.

Meta weighing tens of billions more for CapEx spend following in the suit of Google.

Zuck.

Zuck.

Atta boy.

Atta boy.

There's a lot of open source models today that are within spinning distance now.

There's a lot of open source models today that are within spinning distance now.

I just did a show with the founder of Nabeus and he said the single biggest threat to Nabeus is consolidation of models.

I just did a show with the founder of Nabeus and he said the single biggest threat to Nabeus is consolidation of models.

If we have concentration of model winning, we are in a tough space and we want an ecosystem, not a monopoly.

If we have concentration of model winning, we are in a tough space and we want an ecosystem, not a monopoly.

I just did a show with Aaron at Perplexity and he said that export controls have actually hurt the US in many ways because it's meant that they've innovated on architecture that they wouldn't have needed to and really built muscle that they wouldn't have had to.

I just did a show with Aaron at Perplexity and he said that export controls have actually hurt the US in many ways because it's meant that they've innovated on architecture that they wouldn't have needed to and really built muscle that they wouldn't have had to.