Matt Cerminaro

I didn't realize this, but it's happening...

right in front of our eyes.

That's broad-based, equal weight, right?

That's legit, so it's very impressive.

All right, let's do software.

All right, is software back?

All right, before we get to the software rally, I want to show you guys this clip from David Senra's podcast.

John, can we run this?

Okay.

That clip was sent to me by my friend Aram.

I can't take credit, but...

think in in order to talk about software we have to understand the limitations of ai because we can make a better case for software in this rally having legs if we can understand that ai is not just going to eat the entire world and there are still companies out there that are providing a lot of value that are not just ai i wanted to get your guys thoughts on that clip what do you guys think go ahead

Okay, okay.

So within 20 minutes of that clip being shared with me,

I saw this viral tweet that was

people asking Claude, how many days of the week have the letter D in it?

And it kept getting the answer wrong, like very simple.

Every day of the week has the letter D in it.

So I asked Claude, this is my Claude, I said, how many days of the week have D in them?

And he said, only one, Wednesday.