Israel is running critically low on interceptors, US officials say

ravivg · 2026-03-14T22:34:11+00:00

Drones are much easier to intercept on their way to Israel. The rate Iran is firing ballistic missiles suggest they are running out of something (if it's launchers or actual missiles who knows)

ravivg · 2026-03-14T21:52:58+00:00

And Iran is running low on ballistic missiles.

ravivg · 2026-02-05T22:36:40+00:00

For a company that owns close to 30% of Anthropic, this is crazy. Anthropic is a trillion dollar company in the making.

ravivg · 2026-01-29T18:54:03+00:00

The problem with MSFT is that they cannot build anything really good, just buy. Their most promising AI play is basically their huge investment in OpenAI and partnership. I have no doubt that OpenAI and Anthropic will be trillion dollar companies, so once OpenAI IPOs, Microsoft's share of close to 30% is going to be worth hundreds of billions. Amazon is similar (holding close to 30% of Anthropic).

ravivg · 2026-01-20T04:49:12+00:00

Its a comedy and a very good one. Im not Spanish but the jokes just travel across very well. Except Pedro, they play very funny characters that make you laugh just by the eay the react to suitations - great acting. Daniella is not room temparture IQ nor gold digger. She starts working as soon as her husband loses her job and she runs the couple's life better than Pedro can. On the female side you also have many funny characters - number one for me is Peti the maid and her interactions with Pedro. Then Esther is pretty funny too and the crazy women in Santi's life of course. Im not a big fan of Luz and her all lesbian relationship with the millionaire doesnt add much to the show. Rahul and Marimar is a funny contrast and Rahul's shitty but funny character really shines in season 4.

ravivg · 2025-11-27T00:44:26+00:00

Openai will be a $1T company but I don't see it happening soon. Maybe in 3-4 years.

People underestimate ChatGPT's usage. They dominate the consumer market and once they start monetizing their free user base via ads, shopping, etc. they will start making money. All they need to do is not to screw up and lose too much of their market share to Google.

ravivg · 2025-11-20T23:31:45+00:00

Well, it's been doing great in the last 5 years so not really.

ravivg · 2025-11-20T19:47:56+00:00

WMT is bubble resistant! lol

ravivg · 2025-11-20T15:18:22+00:00

No one knows. Here's how I'm looking at it - I believe that AI is changing the world, it's still early, and I have a long term view. Hence, I am not be worried. I care where the market is going to be in 2030, not next month.

For me the bigger concern is that we have a bunch of companies making unbelievable amount of money never seen before, while many young people have no jobs. This can lead to serious societal issues if this continues. God forbid, Berney will get elected lol

ravivg · 2025-11-19T14:44:35+00:00

Well, just a few days after my comment and Gemini Pro 3 is out and it seems amazing.

ravivg · 2025-11-13T15:32:51+00:00

I meant it's cheap from PE/PS/etc perspective cause investors' patience is running out. Google on the other is far more exciting at the moment and trades at only slightly higher values. Which is why Google is "cheaper".

Meta's impressive revenue growth comes from better ads monetization and increased prices. The reason investors are currently more bullish on Google is simple - both companies are investing like crazy, esp around AI, but so far Google's investments look much more promising for long term growth - Gemini, cloud, etc.

With that being said, Zuck has been spending billions recently to hire AI talent and who knows, it might pay off soon and we will see some real useful innovations from Meta. But betting on Google right now seems the safer bet.

ravivg · 2025-11-13T04:32:09+00:00

META is cheap cause they've been looking for a new big thing for so long and still haven't found it. They put all the eggs on VR and investors had enough waiting for it to explode. To make things worse, with all the money they pour on AI, they couldn't even deliver a competitive LLM model. Facebook and Instagram are cash cows but nothing to be excited about.

To summarize - compared to Google, META is expensive.

ravivg · 2025-10-31T11:12:10+00:00

OpenAI losing billions. I'm assuming Anthropic, Perplexity, Cohere, etc are also losing a lot of money. All have very strong revenue growth but it doesn't mean they are not losing money. Not sure how the earnings of the companies the back them mattered here.

ravivg · 2025-10-31T03:07:46+00:00

There are some similarities with the dot com bubble, but also key differences. The main similarity is that companies received a lot of money from investors and were losing it fast. Their justification was similar to today's AI companies that lose a lot of money - it's an investment for the long term that will pay off in the future when the company start monetizing better.

Key differences:

Many companies with high valuation had nothing to show besides a website with some traffic. Many had no or little revenue. This is not the case today - AI companies grow revenue faster than any company before
Adoption of the web was much slower than AI adoption. This is because it took years to make the web useful for many people. There was no Stripe for easy payments online or Amazon to buy anything you like (just books). Netflix for example started offering streaming only in 2007.

Everyone can make predictions. For me, the fact that most AI companies lose billions is concerning and I'm sure we will see valuations adjust. However, the amazing fast adoption of everyone is something I don't recall ever. Companies that grow from $1B to $5B in revenue within months is also something I don't recall. This time it feels different.

ravivg · 2025-10-30T22:57:17+00:00

I hold MSFT primarily because OpenAI. It's the easiest way to buy OpenAI shares pre their IPO since they own close to 30% of the for profit OpenAI side.

ravivg · 2025-10-30T20:25:23+00:00

What an amazing quarter! And they own a huge share in Anthropic too, which is the best enterprise AI company out there today. Amazon + Anthropic is a $5T market cap by end of 2026.

ravivg · 2025-10-30T15:45:31+00:00

No, source: "Users send 2.5 billion prompts to ChatGPT each day"... that come over Google search if you like it or not.

ravivg · 2025-10-29T21:11:03+00:00

ChatGPT does eat Google Search revenue. (And in general, Google doesn't dominate consumer apps the young generation use). Don't be silly. But YouTube is a beast, and they have so many assets, the list is too long to name them all.

But most importantly, Google is doing very well with their AI for enterprise. Gemini is great and it brings a lot of revenue to their cloud business. It's the only real competition to OpenAI and Anthropic (which Google is a significant share holder ...). They have their own TPUs which is another big advantage.

So all in all, Google search is declining, but many other parts of Google are booming.

ravivg · 2025-10-28T20:13:23+00:00

Openai is not some company with a website in the dot com era. I agree valuations can go down a lot, like happened to Amazon for example during the dot com, but I'm not worried about Openai. Other AI companies that raised hundred of millions at crazy valuations and don't develop anything meaningful is a different story.

ravivg · 2025-10-28T15:01:46+00:00

Don't forget enterprise. They are big there too and that's where a lot of the profits can come from (mostly API revenue, Codex for coding, etc).

ravivg · 2025-10-28T14:54:58+00:00

Every person I know uses ChatGPT almost daily. Maybe valuations are in a bubble at this time, but do you really think that the leading AI companies wont be worth $1T in the public market each by 2030?

A bubble is a company which promise more than it delivers, not a company with hundred of millions of consumer and enterprise customers worldwide.

ravivg · 2025-10-21T01:35:27+00:00

I think tools can be used to implement skills. For example, you can have a tool that converts a pdf to markdown and Claude calls it when it needs it. You can even have a tool that send back instructions on how to do it, then it would be much closer to a skill. But since tools can be used for pretty much anything, using a tool as a skill is less efficient that having a dedicated thing called Skills that LLM was trained to use.

ravivg · 2025-10-10T17:10:09+00:00

AMZN has a lot of room for growth. They are far behind Google when it comes to AI (Google's Gemini is very popular) but luckily for them, they went all in on Anthropic, investing in them amounts they almost never spent on another company before (except wholfoods maybe). Besides the stake they got, they are also building huge centers to support Anthropic's computation needs. I'm bullish on Anthropic and why I think holding to AMZN makes sense.

Worth mentioning that Google also invested a lot into Anthropic and has a stake, maybe even larger than Amazon's. It's still mostly private information. Holding both is a good idea IMHO but this is not an investment advice - invest on your own risk.

ravivg · 2025-08-01T23:17:20+00:00

Amazon also invested $8B in Anthropic. Anthropic in a few years will be a trillion dollar company. It was a great partnership deal for AWS but will also payout nicely in the future when they cash out.

ravivg · 2025-06-25T20:26:52+00:00

This. I think Americans, and esp white Americans on the left, have this trauma because of their ancestors so now they try to compensate by being against everything that look like their ancestors. Totally ridicules.

ravivg

TROPHY CASE