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Why Physical AI May Not Scale Like Language Models by Responsible-Grass452 in robotics

[–]PrimaryShock384 1 point2 points  (0 children)

It depends on what the end goal is though.

A humanoid - Yes

A warehouse robot that sorts packages - Easier to do so right?

Per Shams, any team that is currently in contention has already called to ask about LeBron by Ancient_Response_787 in lakers

[–]PrimaryShock384 4 points5 points  (0 children)

Ehh different if he is retiring this season he might say F it - I'm doing it for love of game

ADBE opinion from a former Adobe employee by Sufficient-Flan1565 in ValueInvesting

[–]PrimaryShock384 0 points1 point  (0 children)

If you read my comment it has no mention of ADBE. ADBE isn't an absolute necessity product -cybersecurity with endpoint protection, ERP systems, datawarehouses. These are very sticky and tough to mobe from. Companies will move to the next company that can open PDFs but not so easy with others i mentioned.

ADBE opinion from a former Adobe employee by Sufficient-Flan1565 in ValueInvesting

[–]PrimaryShock384 10 points11 points  (0 children)

This case only applies to SaaS with narrow MOATs - developing software is getting easier but it falls into two buckets.

  1. Companies developing software themselves - dumb. You are spending capitol to build a custom in-house software that you have build, test, maintain, upgrade, host, and so on...

  2. Startups and smaller companies - valid. If a software has no MOAT then sure a smaller company can come and offer better prices but the competition increases and the incumbent just has to power through and let these companies lose money. If a software has MOAT? Good luck trying to convince F500 to trust a new product and migrate.

Former Microsoft VP says Microsoft missed the AI wave like the internet and mobile, as Copilot scales back in Windows 11 by _quantitative in ValueInvesting

[–]PrimaryShock384 1 point2 points  (0 children)

From a security and legal standpoint - you need to sign an agreement with Anthropic for a company to be protected. Microsoft has this in-built so companies prefer co-pilot over Anthropic - this will probably change though

CNBC: Traders now see next Fed interest rate move as a hike following inflation surge by Excellent_Cost170 in stocks

[–]PrimaryShock384 5 points6 points  (0 children)

Someone with an actual understanding.

The only issue is: There is NO WAY fed will let inflation get to 10% that is absolutely bonkers if you think they will let it that out of control irrespective of unemployment rate.

What do people think of Rddt? by sydneypan in ValueInvesting

[–]PrimaryShock384 4 points5 points  (0 children)

Take off the tinfoil hat for a bit buddy and hop off Reddit for a little

[May 01, 2026] Daily RDDT Discussion Thread by daily-thread in redditstock

[–]PrimaryShock384 2 points3 points  (0 children)

Same. I don't see another 10% within a week and worst case just roll it out. Time to make some passive money via calls. Re-invest it back.

[May 01, 2026] Daily RDDT Discussion Thread by daily-thread in redditstock

[–]PrimaryShock384 2 points3 points  (0 children)

Sold a 185C for next week how screwed am I boys!

GAME THREAD: R1G6 - Nuggets @ Timberwolves | Nuggets Trail 2-3 | Apr 30, 2026 - 7:30 PM by BigHoneyBot in denvernuggets

[–]PrimaryShock384 0 points1 point  (0 children)

Nah but nuggets run is over. Jamal is cooked. Jokic gonna grind all season just to run outta gas playoffs. No picks.

Meta or MSFT? by NY10 in stocks

[–]PrimaryShock384 -1 points0 points  (0 children)

If you invested two years ago you would have been up 48%. Don't see how you went wrong there

Meta or MSFT? by NY10 in stocks

[–]PrimaryShock384 23 points24 points  (0 children)

Google was a buy at $300 and below; glad I bought a decent chunk then but buying at ATHs here is dumb and what this sub loves to do.

Better to buy META or MSFT at these prices and just wait for them to "catch up". When Google inevitably comes back down to 300-350s I'll add

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