> The stock market does all sorts of silly things. For sure. This one was pretty clear though. It's exactly what you'd expect when a moat evaporates overnight.

> The stock market does all sorts of silly things. For sure. This one was pretty clear though. It's exactly what you'd expect when a moat evaporates overnight. Even if tech stocks recover in 2 weeks (doubt) an open source model comparable to o1 with a 50x efficiency gain is still not just another app. Which means there will be bad actors with a special interest in spreading narratives on every relevant forum...