ANOTHER fire at the world’s largest Battery storage facility in Moss Landing. They issued a shelter in place & close your windows. How long this fire will burn uncontrollably? Meanwhile Santa Cruz is busy putting in 2 more, one next to a high school & one in an apple orchard.

BofA $OKTA coverage. Thanks for the value add, Madeline!

IMO the most interesting thing that happened in society today: The WSJ's leading op-ed today, by Stan Druckenmiller, was entirely AI generated. If you read the text, it's glaringly obvious. There's no way the editors at the WSJ don't have an ear for AI-written prose. They know what AI sounds like; they're not stupid. They published this anyway. Is this the new normal? Does it mean AI writing is finally good enough to publish in the WSJ, and we need to stop being so precious about AI-voice? Or does it mean that if you're famous and important, it's OK to just push out AI-written content so long as your byline is on it and you stand by the consequences? We understand that famous people have speechwriters, and so long as they deliver the speech, we consider it theirs. Maybe that feeling that something AI written is not your authorship is an anachronism that will fade away in a few years.

"Chipflation". How long until we get calls for gvt to subsidize buying smartphones/PCs? via Morgan Stanley's Shawn Kim