Giuliano Giacaglia 🌲 (giu)

The scale of hyperscaler investment is unlike anything we’ve seen before. Spending is projected to top $600B this year.

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OpenRouter’s top five models are mostlyopen… and then there’s Google as the lone for-profit standout. Curious why that happened.”

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Holding an equal-weighted basket of these assets could outperform the S&P 500. If each asset has such a strong community, there’s likely an underlying reason https://x.com/nikitabier/status/2011693224826720410

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Welcome to the world, Sophia. Dad loves you 🥰

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