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We noticed on Tuesday! And called yesterday to watch out for Figma and Adobe at risk. Now the market has noticed too. Anthropic’s Chief Product Officer stepped down from Figma’s board… right before Anthropic introduced its first AI design tool, Claude Design. Figma stock dropping as investors start to price in a new kind of threat. Not just another design tool… but design generated from a prompt. Adobe stock also lower on the news.
Brew Markets52,033 次观看 • 1 个月前

Tesla just reported Q1 earnings. The headline numbers looked fine. But the real story is buried underneath. Revenue: ~$22B (+16% YoY). Adjusted EPS beat. Free cash flow positive. But $TSLA is down today. Here's why. Energy generation and storage revenue fell ~12%. Vehicle deliveries came in lighter than expected. Competition is intensifying globally. Especially from Chinese players $BYDDY and $XIACY. And Musk used the earnings call to go all-in on Tesla's future as an AI and robotics company. Which begs the question: has the car thesis lost its va-va-vroom?
Brew Markets40,111 次观看 • 1 个月前