Pod: Good, Good enough or God,enough!
from Blind Squirrel Macro - The Pod Hosted by The Blind Squirrel
The full Monday note can always be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Link to Goldman Sachs AI piece “I think that there is a foundational massive breakthrough in software engineering that has happened in the last 3 months that people are not paying enough attention to. I was able to build an app for myself in a couple of weeks using AI software engineering tools which previously would have cost $1-2m in seed capital, five people and 12 to 18 months of time to build…” Dave Morin, Offline Ventures. Semiconductors ($SOXX ETF) versus Cloud / SaaS providers ($WCLD, the Wisdomtree Cloud ETF that we discussed in the 🐿️’s most recent acorn trade and on The Market Huddle with Kevin Muir last week). Music from Max Slorach. Find him at: email: [email protected] / web: maxonsax.com.au Thanks for listening! Squirrel Out! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.blindsquirrelmacro.com/subscribe
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