You and I were having this conversation around the same time yesterday, and you were saying, look. This is likely short term because of these long term structural issues. Did you expect it to be so short term that treasuries essentially have mostly erased their gains of yesterday.Yeah. I mean, it's it was the knee jerk reaction yesterday that that I thought would fade a little bit. And, you know, when we talk about the size of these buybacks, you know, they're not particularly big in the grand scheme of thi ...

What went wrong with this stock and these earnings this morning. Yeah. So I'd I'd say there was a a lot of expectation movement down into the print, some alternative data out there that q two sales growth might be somewhat weak.We did get that headline number of US same store sales growth only 2.6%. There is some regulatory pharmacy issues in there. A lot of these drug prices got pushed down part of the inflation reduction act that's hitting now.So that was about a 125 basis point headwind. But with such a ...

Just going back to my first question, which was asking you to, I guess, choose between the dystopian dangers of superintelligence versus the all our problems are solved scenarios of deep utopia, and asking you which one we're closer to at the moment. I guess some, um, superposition of an optimist and a pessimist. Uh, it's like, uh, and with a little bit of, um, fatalism mixed in as well, perhaps, I think in addition to outcomes where it's clear if we looked at them now, I was a bad outcome.That was a good o ...

Jobless claims then basically in line with expectations to Brahma's point. How much have we learnt about the labor market from the incoming data over the last few weeks. Well, I think the monthly payrolls data, Jon, has certainly put a bit of a different picture over the jobs market story.It had been one of stability. We didn't just have the most recent soft print. We had the previous revisions suggesting maybe employment isn't as strong as we thought.And now these jobless figures this morning, of course, t ...

I think it's no surprise what we're seeing in the market here. Uh, Tom and Paul. Right.I mean, uh, what we saw yesterday was, uh, a sign of desperation, a plea to please, please, please. Uh, get you guys down because midterm elections are coming very soon. And, uh, you know, it's not going to work. It's not going to work any better than all the other gimmicks that this Treasury Department has marched out.We saw, uh, you know, the adjustment to capital requirements with banks. We saw the, uh, the move on sta ...

Разумеется, критических последствий от таких атак нет, не было и быть не может. Но вред они нам, конечно, наносят. Это очевидно.Мы это понимаем и видим и знаем. y. ...

Are you exchanging written letters with Kim Jong-un. >> I can't judge you there. >> And are you hoping to >> But I get along with him really And you know what. The fact that I get along with him, that's a good thing, not a bad thing.>> Are you hoping to >> He has 57 very powerful nuclear weapons. Should have never allowed it to happen. They should have never allowed it. If I were president, I wouldn't have allowed it.But he's got them. I get along with him very well. You can't let Iran have a nuclear weapon ...

Industry Trends - Artificial intelligence plants and data centers bring massive employment opportunities and substantial tax revenues to local regions [1] - Local governments actively compete for artificial intelligence infrastructure projects to avoid falling behind in regional economic development [1]

Mr. . President, today's about American production. Can you give us any update on your negotiations with Canada for a trade deal.>> Yeah, we had a very good conversation with the prime minister last night and we've come to a deal with Canada. As you know, the 50% tariffs across the board were going on against Canada today and they called yesterday and they uh gave us the point that we had to have very fair deal for both. Uh the uh tariffs will be non-existent for our farmers.Is the US going to lower tariffs ...

Market Dynamics & Competition - Chinese AI models are catching up to US counterparts faster than ever despite limited access to capital and advanced chips[1] - Major US tech firms such as DoorDash and Airbnb have already adopted Chinese AI models[3] - Washington's hardware export controls and accusations of distilling from US systems may keep Chinese models behind US top models in the short term[4][5] Cost Performance & Economic Value - Anthropic's Claude 3.5 Sonnet (referred to as Thropic's Fable 5) built a polished website in under an hour for about $50 in token costs[2] - China's Moonshot model (Kimmy K3) built a similar website for about a quarter of the price of US models[2] - OpenAI's budget GPT model and Alibaba's Qwen (referred to as Queen) offered even cheaper options, with Qwen yielding bare-bones outputs[3] - China is currently winning the competition on price, making its AI options irresistible as companies become conscious of surging AI expenses[3][5] Technology Deployment & Data Security - Users are not required to send data to China because most top Chinese AI models are open-weight[4] - Open-weight status allows companies to download, modify, and deploy these models however they want[4]