Claims

Sam Altman is not concerned about spending $500 million, $5 billion, or $50 billion per year on AI development as long as OpenAI can maintain a trajectory where they eventually create way more value for society than the costs, and can figure out a way to pay the bills while making AGI.

Doomberg has great respect for Bloomberg; Bloomberg is a controversial product mostly because of its price, but it is worth every penny and has a huge moat; doomberg uses Bloomberg terminals and AI tools as cornerstones of their research.

Salesforce positions itself at the intersection of digital labor innovation and AI, building software over 26 years to run on commodity data center infrastructure, avoiding capital-intensive data center competition.

The entire Apple ecosystem could disappear for 4-5 years until the supply chain can be rebuilt elsewhere, meaning Apple's next release is probably the last one for 5 years.