| - Tech layoffs grow 100% YoY - Multiple interest rate cuts instead of 1 - News about prosecutions for insider trading on Polymarket. - Bitcoin will touch a multi-year low. MSTR becomes insolvent. - Google Gemini will overtake ChatGPT in DAU. - Software will be more commoditized and the authors’ “taste” will become its primary differentiator. - Fiserv will increase 50% or more in market cap (I said the same thing last year about PayPal, and I was wrong) - Warren Buffett will pass away. (I hope I’m wrong) :-( - Google will drop the price of Gemini Ultra to $125 a month or less, Anthropic and OpenAI will follow suit. - Logitech will start making a dedicated vibe-coding microphone-whatever that means. |