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Let’s talk markets. Specifically, let’s talk about what just went down (literally) in the Nasdaq this week. If you’ve been paying attention—or maybe even if you haven’t—it’s gotten pretty ugly pretty fast. I even tweeted something about it: Markets take the stairs up
The drop happened fast! If you blinked sometime in February, you might’ve missed that we were at new all-time highs. Now? We're in full correction territory. Just yesterday, the S&P 500 fell more 2%, and now close to 10% in less than a month. Not
Did you know that 56% of Wisconsin’s agricultural exports could be impacted by tariffs from Canada, Mexico, and China? Wisconsin now represents the 11th largest exporter of agricultural products in the U.S., up from 13th in 2023 (WI DATCP). In 2024, Wisconsin’s agricultural exports reached $3.97
So, here’s something no one seems to be making a big deal about: tariffs are rising fast, and they’re dragging the US economy down. You won’t hear much about it in the headlines, but the effects could start to pile up. Higher prices, weaker growth, and more
In the past year, gold has been steadily climbing, central banks have been buying at record levels, and the macro setup could be pointing to its biggest move in decades. But, it doesn't seem like investors aren’t paying attention. Stocks dominate the headlines, and gold still carries
Apple’s new partnership with OpenAI is a game-changer, but not in Microsoft's favor. By integrating ChatGPT without spending a dime, Apple is getting a major AI boost while Microsoft watches its $13 billion investment evaporate.
Did you catch the news? Apple is teaming up with OpenAI. They aren’t paying in cash but in "distribution" value, meaning Apple gets ChatGPT on its devices, and OpenAI gets exposure. I can already picture Satya Nadella pacing around, fuming that Microsoft isn't getting a dime from this partnership!
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Like Stealing Candy from a Baby: Apple's partnership with OpenAI won't cost any money, meanwhile, Microsoft has poured $13 billion into OpenAI, only to watch its exclusive grip on AI loosen.
With OpenAI's growing enterprise deals, what will happen to Microsoft? It’s not just about the dollars they’ve poured into OpenAI; it’s about the control they had.
Microsoft doesn’t just throw money at anything—they aim for dominance. And with Apple cozying up to OpenAI, it’s like having your arch nemesis slap you in the face.
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Commoditizing AI: Because of OpenAI's enterprise deals, this partnership highlights a shift in AI's role from a product to a feature that'll be used everywhere, like cloud computing.
We're already seeing AI pop up in the most unexpected places. Take Duolingo—they're using ChatGPT to create more interactive language lessons. Zillow's real estate tool uses AI to get accurate property valuations.
Apple’s distribution deal with OpenAI means that ChatGPT will be integrated into billions of iPhones, iPads, and Macs, revolutionizing our convenience. Meanwhile, Microsoft, despite its hefty investment, seems to be sidelined, stuck footing a part of the bill for powering those AI features through its Azure cloud services.
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Who's Paying? Since ChatGPT uses a f*** ton of energy (learn more on that here), costing almost $255 million per year, Microsoft might foot the bill for costs to use ChatGPT on Apple devices; this is because Microsoft subsidizes OpenAI's cloud computing through Azure.
So, what's the game plan for Microsoft? They’re banking on their cloud infrastructure to keep them ahead. The real challenge will be ensuring investment returns from OpenAI while developing their own AI, like Copilot, to stay competitive.