
The bears had gotten awfully loud the past week... but they seem pretty quiet after $MSFT and $AMZN earnings showing cloud compute revenues surging. @edzitron that CNBC interview from the beginning of the month isn't aging very well is it mate? You said generative AI doesn't work... Have you tried ChatGPT5.6 sol? I talked to a silicon valley CTO on the weekend who switched his entire company over to 5.6 from claude opus 4.8 and have not looked back since. Oh, and OpenAI had a bad July revenue wise didn't they? Maybe checkout what their CFO said... lol