GenAI Cuts Data Creation Cost Like Internet Cut Transport
the internet collapsed the cost to move the bits. GenAI collapsed the cost to make the bits. -@ShapiroDoug
Think 12‑24 Months Ahead in Exponential AI
when you're on an exponential like AI development, looking 12-24 months down the road is where you need to live mentally as an operator.
Q1 Box Office Up 25% Despite Theater Critics
people hating on movie theaters but Q1 theatrical gross is up 25% from last year. PHM helped close out the win.
Software Debt Crisis Looms as Rates Surge, AI Disrupts
The software debt wall: * $40B maturing 2028, mostly junk-rated * 53% rated B- or lower * a third of them already trading at 80¢ on the dollar * distressed software loans doubled in jan to a record $25B * banks now restricting lending to...
Oil Rebound, Flattening Curve Boost Equities; Watch $94 Oil
Oil shock is reversing (Strait clearing narrative), curve flattening continues (rate hikes priced in), credit widening (HY spread breakout), and rent collapse vindicates office REIT pressure. De-escalation moves favor equities; watch if $94 oil holds or bounces.
YouTube's 2025 Ad Revenue Eclipses Major Media Giants
YouTube’s ad revenue in 2025 was $40.4B. More than Disney, NBC, Paramount, and WBD’s combined. (@THR)