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AT&T, Inc. - 4.75% PRF PERPETUAL USD 25 - 1/1000th Int Ser C

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About AT&T, Inc. - 4.75% PRF PERPETUAL USD 25 - 1/1000th Int Ser C

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$GOOGL 330 C 12/18/2026 for $4.4M Wow!!! $330 GOOGL CALLS = 3.8T MC
W T F IS THIS DIP????
Sam altman 2 years ago:" We will end Google and win everything". Sundar pichai & demis hasabis: => nahh man. Don't think so. =>releases best video model, Llm, image generation all for free & integrates Ai all across ecosystem. => Doesn't finance externally because Google makes $135B in profit after $70B in buybacks, 90b in Capex, 13b in dividends & $40b in acquisitions a year. =>$GOOG wins cloud contracts for $155B backlog, growing more then AWS/AZURE. Builds data centre for cloud all over USA. Biggest in the world for India, first in turkey, all over Europe for the eurpoors. => picks up side project. Builds underwater sea cables to connect the entire world with internet and makes others pay for it $$$. =>people scream "But..but google search is dead. Ai browsers and Llm will kill google search brooo" =>GOOGLE EARNINGS: SEARCH ACCELERATE AT 12% on $250B! 85% market share on chrome. People can't stop click ads. more profit at 70% margins. => market panics....maybe google was the leader? Not sure, but let me invest $100B in no revenue quantum shitco or AI company with no product. => Google Cooks... supposed self driving leader. Tesla???? Hold up. 3000 waymo cars. USA πŸ‡ΊπŸ‡Έ, London πŸ‡¬πŸ‡§, Japan πŸ‡―πŸ‡΅. On track to hit $1B revenue as scaling goes exponential. Builds mega plant in USA to ship waymo like Chinese made toys => market: wait..but.. you aren't supposed to..search?? => Google: NOT DONE YET. 2% of all human watch time is yotube. Gets 15% of all watch time on anything. Prints more $ then $NFLX. ADS keep pumping. Premium users increase daily. => $GOOG: beat after beat after beat....Even Donny T. tells judges to stop lawsuits and let google COOK. no legal fears for google. => starts to ship weekly. Android for PC, Ai browser, first company with ADS in Llm, Apple x gemini, Salesforce x gemini, meta x gemini... Scam altman: " oh shit....ummm. we are announcing a deal with openai and nvida to get more money to burn. We spent $5b on AI slop SORA which lasted 2 weeks and now users have left. We will be profitable, we just need more GPU. Jensen pls" Google in 2 years: => "Alphabet buys OpenAi after bankruptcy for $5m"
B E A U T I F U L , C L E A N C H I P S
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T-5 minutes until max pain
I think you are spot on with increasing productivity. I can already do more in less time especially in something I'm not very knowledgeable about. It's a lot easier to jump into something new with it because I can sort of just tell it why it's wrong and it's a good way to learn. For example, I don't really know or care to know excel formulas, so when I was making a spreadsheet and wanted that, I was able to do it very quickly by providing it the necessary logic and tweaking it. I think the absolute biggest problem is vibe coding people are pushing. If you've had it try to draft an email, it will often lose itself halfway through. Having it work on a whole code stack has been a fool's errand for me. I tried it with some small stuff like helping me do the UI for a website. It had a lot of trouble. I can't imagine how it will be on a large, brittle, legacy application. I would wager a decent amount that's why we had this Cloudflare issue earlier this week. Where it absolutely excels is when I've already isolated a problem, and I need help debugging something quickly. I think worrying about the entry level jobs is understandable and completely valid. I would worry about it especially in the short term with the vibe coding push, but I'm not sure if they can get to a point fast enough where entry level jobs are eliminated because we'll need someone keeping a close eye on it for a long while. There's been studies showing if you pair program with someone. You actually go faster if two people are working at the same time on the same line. Instead of split up. Now you just need one person and an LLM. This is where I think we should be using it, and I do think it will eliminate some entry level jobs. However, I think if the c suite understood they could do the long list of "would be nice if we had x but we don't have time/resources/etc." now instead of trying to eliminate jobs. They would really turn a bigger profit.
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