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What is the state of the art in flight automation for commercial flights? Do modern airliners take off, fly and land autonomously? Are there systems to prevent pilot mistakes like pointing up on stalls? Why not? A military plane in 1980 had it figured out:

The bear case - $ADBE - Figma

Kyle Vogt, Cruise co-founder, has come to realize Tesla’s end2end neural network approach to self driving is the right bet. Waymo knows this too but is stuck with LiDAR/sensor fusion and HD map.

this comment on a recent VIC $CHTR pitch really hits home

We’re going to find out if Waymo’s HD map approach is hard to scale… soon!

Less than fortuitous timing on this one $ALGN

I was told multiples for compounders could never go down $FICO

When people ask how NY state has >2x Florida's budget despite having a similar population

$MSFT capex next quarter will be $30 billion 👀

One of the best businesses ever, deploying boatloads of capital on *contracted* revenue

Over the past 3 years $META has grown revenues 14.4% CAGR and total opex only 8%, but now Zuck is saying opex will grow 22% this year and even more next year

$META Reality Labs cumulative revenues $11.9 billion, cumulative operating losses, $77.6 billion CAPACITY TO SUFFER

The trend continues; July's job gains were all in healthcare and social assistance

And as price comes down and optimizations kick in, Sundar will likely put this model straight in the search box for everyone to use for free

$WMT at 39x vs $AMZN at 33x

3P contact worked at $CRM for 12 years and now is a consulting partner. Pretty positive. Thinks “AgentForce is the Azure moment for Salesforce”. Will be interesting to see how this plays out - might seem obvious in hindsight. Highlights -Focused on SMB and mid-market –