Bryce and Mr. Beat-Up can't agree, AI spending reaches new heights & Reddit is punished
Bryce and Ren break down the latest AI spending arms race from big tech (and just how stupidly big the numbers are), then ask why Reddit can smash expectations and still get sold off. Plus, Mr Beat-Up returns with a stock down ~60% from highs: Xero. The team runs the full four-step checklist and gets into the real…
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