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Congrats to the team on launching sonalore.com redefining the way people buy jewelry! Fine jewelry Half the price Lifetime Buyback You can finally participate in value creation as the jewels in your jewelry appreciate!

Personalized AI powered 1:1 tutoring at $30/ month vs. human tutoring at $30/ session Massive unlock in making high-quality personalized language learning more accessible than ever

Orion, a full AR AI glass with FOV display! - Meta has shown a fully functioning prototype of a device which seemed technologically impossible 10 years ago. This is likely the next personal computing platform!

Most reviews of Orion have been very positive, with people saying this could be the next personal computing platform.. Meanwhile the Market is penalizing Meta stock by ~$150/ share for the ~$20b investment in Reality Labs! As the product adoption improves- the gap between

Meta/ Zuck likely building the next personal computing platform! whereas Market is assigning negative -$150/ share value to this endeavor! As the probability of success of Orion / Ray Bans increases this -$150/ share penalty should ideally decrease..

If OpenAI gets to $10b in revenue in 2025 - at $150b EV - it would be 15x fwd revenue multiple. Meta at IPO was ~13x fwd revenue, growing slower but profitable.

Maybe the capex estimates for Meta / others are too low next year, but do not forget the optimizations happening underneath S&M % of revenue has been cut in half over the past two years! The 'Era of Efficiency' is not over and Gen AI is only going to accelerate it!

AWS: they invested in the capex.. now will the demand be enough in 2025??

This is such a great endorsement of the Meta Ray Bans! Boz

Congrats to Sonalore.jewelry for getting coverage in CNBC Redefining the way people buy jewelry! Fine jewelry Half the price Lifetime Buyback cnbc.com/2025/01/31/fro…

Google Paid click growth decelerating while chatgpt usage growing massively Maybe this is just correlation but at 350m WAUs there is likely causation as well! Other data points indicating Google losing top of funnel: - Google search share dropped below 90% for first time

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Amazing that Sundar Pichai / Google Cloud re-iterated their $75b capex guide for 2025 despite the tariff uncertainty! big-tech + OpenAI realize that this is a generational opportunity and the prize is large enough to continue investing through macro noise