gotta love how the best part of OpenAI's 12 days of shipmas has been the $goog announcements. SAD!

The folks OpenAI must be so thrilled. Their original mission is so close to being completed...by deepseek.

zuck been worried about this for a while. from Joe Rogan interview.

I'm starting a subscription support group for ppl who sold their $goog stock because of their stratechery subscription. Stay tuned.

While it seems like the US government buying crypto is the beg. it could just as well be the end. The pump requires bigger and bigger idiots. The US government is the final, biggest idiot. There is no bigger wealthier idiot than the US government. Top.

Turns out all it took was arson for ppl to notice $goog has a self-driving division.

RIP $tdg- taken too soon by Doge. Now haunting the market at a cool $1500.

amazing that $goog's search business didn't crumble the moment your baristas kid switched to ChatGPT. All the indicators were there.

Plus context window only 32k lol. $goog tpu advantage becoming clearer by the day.

This berkshire $goog buy is the ultimate 'passing of the torch' signal. New guard understands what a moat looks like in 2025! 😂

what multiple do we pay for a glorified OpenAl landlord that's donating the productivity crown to $GOOG?

good, cuz my wife told me our marriage 'should' be able to withstand me buying more of this stock $csu.to

The entire capital structure of Big Tech has reorganized around a single thesis: The World vs. Google. All this just to compete for 2nd place. $goog still wins.

Ruane Cunniff - $csu.to Commentary Year End Letter

want to buy this SaaS dip, but that requires logging in and acknowledging the crime scene currently taking place in my portfolio

"he died doing what he loved: aggressively buying the dip on SaaS like a guy averaging down on Blockbuster Video in 2010"

so I guess this capex goes on until the power grid melts or shareholders do ? either way, something is getting fried

$MSFT in the 30Os is my favorite genre of horror. They really took the safest stock in the world and turned it into a blue-chip shitcoin?

$msft is done taking victory laps! Realize they need to do what $goog is doing.

your grandkids are going to be inheriting your SaaS bags while gemini version 47 vaporizes the last 2% of your portfolio's market cap on a random tuesday in 2060.