Open AI pays Reddit $70m a year. But perplexity is paying Snap $400m a year, starting next year? It makes no sense, unless Perplexity is actually trying to get the cash together to buy the company. Remember the $32b unsolicited offer for Chrome? I think Snap rolls off their hardware division with Saudi backing to make glasses (ala waymo/Google) and Perplexity buys the social side to a) have a consumer facing and revenue generating product and b) have videos to train their AI, which is the future once LLMs are tapped out (plenty of yan lecun videos on YouTube on this topic). First customer of perplexity is Lens, who licenses the data in perpetuity. Also, they double beat on the last earnings call, users, maus, and arpu are growing globally, they're doing a $500m buyback, and it's at historic lows.

---

I turned $50 to $15000 during b liberation week and lost it all😔

---

just told my sister shes being a beech and needs to eat some pomgranit, that the antioxidants will cleanse the b out of her.

---

I think GTLB get removed from most major indexes coming up. It’s a failed IPO and down over 50% in 5 years. This is the companies 4th CFO. At this point just delist it b

---

Not worried. Just had this thesis develop in my mind since April about used car market and I’ve been checking on $CVNA to see what it did, I went opposite of what I cooked up in my head. $KMX on the other hand is playing out pretty much exactly as I thought, I guess, I posted this b/c I wanna try n check myself. And maybe understand why there is such a massive difference between the stock action of the two companies. I guess it’s like $WMT and $TGT, one has there sht together and one is out of touch.

---

I'm an old millennial. What dost this mean that the "P"s have been replaced by red bordered "B"s?

---

Good place to b

---

Thanks for laying it out. I think you’re super right about the social anxiety piece. B/c, like $KMX is an easy process w/out the car salesman thing, but you STILL have to go in there and deal with them trying to sell you MaxCare.

---

AMZN and computer chips? Just put the book in my mailbox, Jeff B.

---

**Up, Up, Down, Down, Left, Right, Left, Right, B, A, Start**

---