ON THIS DAY: Nvidia replaced Enron in the S&P 500

If TPUs are so much cheaper than Nvidia GPUs, why do GCP customers still use a lot of GPUs and Google is still buying large amounts of Nvidia GPUs ?

If you see someone complaining about SemiAnalysis this weekend, they likely own a lot a lot a lot a lot of NVDA

Tech stocks linked to Bitcoin take a battering as crypto traders brace for Strategy to breach danger threshold $MSTR fortune.com/2025/12/02/sto…

I find this a fascinatingly good idea, especially if the money is invested broadly in index funds and dividend paying stocks. Paraphrasing (Ben Franklin?) compounding is the greatest miracle the world has ever seen. techmeme.com/251202/p21#a25…

This is why OpenAI is in a Code Red. In the 2 weeks since the Gemini launch, ChatGPT unique daily active users (7-day average) are down -6%.

"We may be on the path to eliminating traffic deaths as a leading cause of mortality in the United States. While many see this as a tech story, I view it as a public health breakthrough."

Tech Brew Ride Home got my top spot. More in my #SpotifyWrapped. spotify.com/wrapped-share/… Brian McCullough ⚡⚡

"I’ve made my mind a sunless space. I share my dreams with ghosts. I wake up every day to an equation I wrote 15 years ago from which there’s only one conclusion, I’m damned for what I do." "Nice to see you too Dad"

Dario is playing a blinder right now. Go with Google chips. IPO ahead of OpenAI. Go with paying enterprise business not... waves hands... everything. Present yourself as the sane AI play. Secure that bag and batter Sam while he's down.

This

NEWS: Meta expected to meaningfully cut resources for Metaverse, sources say. Execs considering 30% for the metaverse group next year, which includes the virtual worlds product Meta Horizon Worlds and its Quest virtual reality unit, reports Kurt Wagner $META +6% in pre

Roughly 53,000 U.S. home-purchase agreements were canceled in October, equal to 15.1% of homes that went under contract for the month #MacroEdge

We were promised flying cars and all we got was degenerate insider trading

What’s wild is this is going to start happening everywhere. Once we only needed insider trading consideration on Wall Street. Now?

A good chunk of Apple's leadership is heading for the exits

Blockbuster seeing Netflix acquire Warner Bros for $72 billion, remembering they had the chance to acquire Netflix for $50 million in 2000

a lot happens in 15 years

Babe! Wake up! New AI bubble justification just dropped! (Also, of course this is true)