something fundamentally broke in the market this week, things aren't adding up:
- elon is winding down grok bot due to poor ROI despite having lots of available compute + demand
- Sam altman reportedly slashed openai's valuation to $1.25T and cut the fundraise from $30 to $20B
- anthropic's operating profit has now flipped negative due to massive compute bills despite overwhelming demand for their models.
- Lumentum sold to Marvell despite having sold out its product till 2029 on record profits...
- Intel is down a staggering 42% in 4 days despite supplying the #1 hardware needed to run ai agents
- lenders are refusing to let neoclouds borrow money. if they do they're at extortionate rates.
- every single company reporting record positive earnings has dumped (including Apple today)
someone told me once that they really liked how muted all my palettes were and I was like "what??"
my tablet is way over-saturated so this whole time I was choosing normal colours...