Jason Lemkin

When Nvidia falls, we all fall with 7% of our life savings.

When Nvidia falls, we all fall with 7% of our life savings.

We're all AI investors, whether we realize it or not, but it's so hard.

We're all AI investors, whether we realize it or not, but it's so hard.

Like you got to beat, raise, and accelerate.

Like you got to beat, raise, and accelerate.

Like that's the mantra today.

Like that's the mantra today.

Beat, raise, and XBRA.

Beat, raise, and XBRA.

And so even just trading flat, I'm all for it.

And so even just trading flat, I'm all for it.

That's a good quarter.

That's a good quarter.

Well, the Uber COO says no, right?

Well, the Uber COO says no, right?

The Uber COO says we've reached, if they're not talking their own game, even Microsoft allegedly moving off Anthropic to saying it's too expensive to use Opus, which I think is talking your own game.

The Uber COO says we've reached, if they're not talking their own game, even Microsoft allegedly moving off Anthropic to saying it's too expensive to use Opus, which I think is talking your own game.

But at least to the markets, they're saying the ROI, the incremental ROI isn't there, to Rory's point.

But at least to the markets, they're saying the ROI, the incremental ROI isn't there, to Rory's point.