Mrow.
I still don't know what I'm doing with this Cat in the Stack thing, but I do know SN is geared more towards news so I'll try to do newsletter-style for now. Hit some topics, have some fun, see if it makes the stackers happy. I'll warn you I'm more interested in financial news.
"They're Commodities" - a not so hot take after all
The whole LLMs are a commodity thing felt like such a smart take early yesterday. What a difference a day makes, I think that notion sort of goes without saying now.
Only person making that assertion vehemently for the last year or so was Palantir's Alex Karp, so far as I know.
Tesla's earnings... underwhelming. Their stack not so much...
Groupchats with my friends had sort of already prepped me for Tesla to have a terrible earnings, but I still couldn't help but get a chuckle out of the performance of their bitcoin stack.
Still haven't orange-pilled anyone in that chat. Maybe after next quarter.
The only thing more scarce than bitcoin is the recognition that it is
I feel like this... this gets really interesting soon. Not to mention OTC supplies are also headed down.
The age of the hodler is at hand. Be happy you're here, reading silly little cat-themed notes on SN. I don't know what happens when the clock strikes midnight, but I do know right now I can exchange paper for money. Advantage: cat.
That is all I care to say today.
Chau chau, meow meow.