this company went public in 1993, and if you went to the Monarch Casino Resort and every week you gambled $100 on their stock by buying the stock over the run, one— just gambling $100 a week on their stock from 1993 to today, you would have put in $174,000 and it would be worth $3.3 million.

Bending Spoons opened at around $30, $29, $31 a share. It's now at $40. Nice little pop.

That's good for brands. That's good for companies. Businesses that advertise on Meta. It's good for Meta. It's good for users. And it just doesn't feel like that's where the energy has been in terms of productizing AI within the family of apps. And so it feels like e-commerce will see agentic shopping happening. We're getting closer. Computer use is getting better. APIs are there. MCP servers and Shopify has a bunch of tools for this stuff. But it's weird that Meta hasn't even been experiment.

Lime is the last man standing in a very tough industry. And I think we're the only ones that have built a scalable, sustainable, profitable business. And I think that's why we've earned the right to be a public company today.

The company is considering selling access to various AI models hosted on its existing AI infrastructure, as well as raw computing capacity As part of its Meta Compute initiative, Meta plans to generate revenue from excessive computing power, could help return its investment in AI infrastructure, which includes hundreds of billions of dollars spent on data centers and expensive chips. And so

So own the house, don't bet on the actual casino. Stay out of the casino, stay in the stock market potentially. Um, anyway, um, moving on, uh, Google Gemini. There's some news there. Google AI overviews decreased, uh, outbound organic clicks by 40%. Eric Sufert is sharing a new paper by researchers at Carnegie Mellon and the Indian School of Business finds that AI overviews were triggered in roughly 41% of observed Google searches.