All-In episode captured six routed trades from OpenAI/Codex, Google AI share, hyperscaler compute scarcity, AI cyber, Lilly peptides, and the Allbirds AI-pivot short; Bloom Energy and Bayer were retained as unrouted theses.
originalAnd this is an incredible opportunity, you know, for the crowd strikes and Palo Alto networks of the world, both of which have been on the program.
And this is an incredible opportunity, you know, for the crowd strikes and Palo Alto networks of the world, both of which have been on the program.
Because I'm sure if I'm Lily and I'm sitting there and I'm looking at this data coming out, I'm like, my God, people will pay for this. And that starts to become sort of like the upgrade to the BMW or the Model S plat if you will.
I think they're going to be fine. I think this is a multi-trillion dollar company. I think Anthropic is a multi-trillion dollar company.
I think they're going to be fine. I think this is a multi-trillion dollar company. I think Anthropic is a multi-trillion dollar company.
Who will this benefit? It will benefit the hyperscalers, specifically Oracle, Amazon, Meta, Microsoft and Google.
The coverage is coming out of this phase three clinical trial data release that Lily put out last month. So everyone's going crazy over the data, which continues to show pretty amazing results.