Chamath had a good point on the pod this week too, eventually the model providers are going to be begging CRM and others to sell tokens for them once the token-selling race to the bottom comes into play. With SpaceX selling spare compute to Anthropic already my guess is that's coming faster than anyone thinks.

justin_shocknet

The youtube finance investor Jeremy is buying heavy SaaS socks like CRM and Service Now (NOW). He has the same thesis. AI isn’t going to take over everything once Wall Street wakes up capital can follow back into these companies.

I had my eye on this one for quite some time. I haven’t added shares yet. I been buying BDCI now as my blank check play. But like you I do like Gentry I might get some shares of BIXIU (BIXIA is on Robinhood)

Stacker_Stocks

Daily Stock Discussion ~Stacker_Stocks

BlokchainB

The youtube finance investor Jeremy is buying heavy SaaS socks like CRM and Service Now (NOW). He has the same thesis. AI isn’t going to take over everything once Wall Street wakes up capital can follow back into these companies. 

I had my eye on this one for quite some time. I haven’t added shares yet. I been buying BDCI now as my blank check play. But like you I do like Gentry I might get some shares of BIXIU (BIXIA is on Robinhood)