Investment Thesis Yes. You read that right. I do believe we are in an AI bubble. At least according to the textbook definition of bubbles. This week saw a sharp resurgence in concerns about the AI bubble that was back Yes. You read that right. I do believe we…
Investors are closely monitoring earnings releases of AI companies amid concerns about the durability of high spending and demand.
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After its shares sank by more than 35% at the start of the year, Toast (NYSE: TOST) stock has come roaring back since the spring to near breakeven for the year. The combination of mixed restaurant industry sales and the software-as-a-service (SaaS) sell-off c…
Outcome-conformant synthetic data: realistic multi-table test data that hits the revenue curves, rates, and aggregates you declare, exactly. From a sentence, YAML, or your database. No ML model, no real data. MCP server for AI agents.
