Wallace Cheeseball

Rolling your own AI design system software is an old and bad idea. It’s much cheaper to leverage systems software for most companies, most of the time - even Microsoft learned this over the (many) years. For every one internal tool that got traction MS developed 100 turds. It’s not just the dev cost, it’s the decision costs.

Love the new AI panel in Fig beta- very helpful

Barry has a patented trade secret of quickly getting seniors off a toilet. He can flush out the lies.

Nadella needs to exit. He was given keys to the kingdom by Steve B and dropped ball on cloud (compared to competitors), AI, devices/EBT, search and Gov. Isn’t that enough?

Brian seems to have missed the origin story employee training. If it just drive thru, just skip the BS and sell burritos already.

Fig has large seat counts in most large to small software company a like. For good reasons including recent acceleration via Make integrations.

Big shopping carts, more shopping carts, full shopping carts, can be hard to find shopping carts, and can be hard to find parking spots.

Thx for the discount - LLY is a rockstar.

Best comparable is $ASAN but unfortunately that’s no good sign.

Asml prints chip and boards on large scale wafers the size of a desk. The printers are the size of a semi truck and there are not many - the cost of a small island. The energy cost to run them is compared to the sun. Most next gen architecture is in design phases now needs printers today - a captive market with insatiable appetite. Would this fail is by bottle-necking ? not likely. Very likely they likely will be subsided again by gov(s) in similar to chips act. maybe not US. If not U.S, U.s. lose me most dominance in tech but this stock still wins.

Shorties with wedgies :/