VC
VISTEON CORPORATION
stock NASDAQ

\> operating at a loss to acquire market share
Bro, they get **zero market share** by giving out the market for free. It benefits only the hyper scalers and the customers.
Do you even know what the fuck open weighted means?
You are literally spreading Anthropic/OpenAI FUD so they can have a duopoly in the model space for the whole world.
And what difference does that make where does the VC get their money from? Sovereign state fund is not unique to China.
Saudi sovereign fund invested billions in Anthropic. Would you call Anthropic “being subsidized by the billions by the Saudi government”?

Considering it's taken drone delivery, what, 12 years to barely hit a couple cities for $5 items, done "by the book" and well executed by Google Wing and Zipline. Yeah I think air taxis are just as wild west that isn't going anywhere until a company serious addresses the engineering vs VC capital valuation.

I mean the technical papers they’ve published literally deal with how to get the most bang for your buck from GPUs when it comes to training and inference. We forced them to innovate, and in return they did, and they went above and beyond and shared the knowledge with the rest of us.
Those techniques were literally implemented by both Anthropic and OpenAI as well.
I work in this industry. I’ve a close family member who’s a world class researcher. I know friends at both OpenAI and Anthropic, and nobody, and I mean *nobody* in the industry has any doubt on the R&D talent of the Chinese labs. The consensus is that they’d already be ahead of us now if not for the compute constraint they had to deal with (again, which forced them to innovate).
There is no evidence whatever that the Chinese government is subsidizing the inferences or R&D cost, why would they? They are gaining market share by giving out the models for free to any hyper scalers that want to host them.
The Chinese labs are just burning through VC money the same way our labs have been.

VOO & chill" is a massive gamble right now in my opinion. Look at Oracle's credit rating which was downgraded by S&P Global to BBB-, which is one notch above junk status, due to aggressive, cash-burning data center and AI infrastructure expansions. This is just one smaller domino that warns of whats coming.
The index is VOO top-heavy with Big Tech, which Ed Zitron notes is built on a "trillion-dollar delusion." Generative AI is unreliable and fails to deliver ROI, yet hyperscalers are burning billions on unsustainable CapEx.
Zitron warns this bubble will pop in a "Lehman Brothers moment," violently punishing the market once VC funding and data center debt run dry. Skip the bloated index fund. Capitalizing on precise trading setups or proven dividend ETFs offers a much safer harbor.
I'd be extremely cautious of starting any new investments in big tech at this time. Do your due diligence. That's my opinion.

Ich glaube die werden eher durch VC Gelder finanziert

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Nebius cant compete on price against the hyperscalers and would be out of business if not for NVIDIA vendor financing. Google and Microsoft are going to get a rude awakening when Anthropic and OpenAI cant get VC to finance their compute obligations. Wouldn‘t risk my portfolio on three companies where I don‘t see returns in the coming years or in the case of Nebius, be at risk of them going out of business. Google and Microsoft will be fine, but with depreciation, interest expenses and backlog write-offs in the future, I don‘t see much upside in the coming years.

# Today is Monday, the 20th of July
## Upcoming events for Monday, July 20th
- Stock splits:
- BKEM @ **3:1**
- BKIE @ **3:1**
- BKLC @ **3:1**
- BKMC @ **3:1**
- BKSE @ **3:1**
- BANL @ **1:13**
- CDT @ **1:10**
- CCG @ **1:35**
- NIKI @ **1:10**
- PRPL @ **1:25**
- SNEX @ **1.5:1**
- DFNS @ **1:125**
- CIIT @ **1:10**
- TOMZ @ **1:3**
- Expected earnings:
AGNC, AMC, BOKF, CALX, CCK, CPAC, DPZ, DX, FUNC, HBCP, HIT, ISTR, MCRI, PAPL, PEBK, PKE, RBB, RYAAY, SFBS, SMBK, STLD, WASH, WRB, WTFC, ZION
- Ex-div:
BSCA, BSCQ, BSCR, BSCS, BSCT, BSCU, BSCV, BSCW, BSCX, BSCY, BSCZ, BSGR, BSGT, BSJQ, BSJR, BSJS, BSJT, BSJU, BSJV, BSJW, BSJX, BSJY, BSMQ, BSMR, BSMS, BSMT, BSMU, BSMV, BSMW, BSMY, BSMZ, BSSX, BSTS, BSTU, BSTV, DHC, FUNC, GOVI, GTOQ, ILPT, IMMR, KBWD, KBWY, PEY, QQA, QQLV, QRMI, QYLD, QYLG, RMR, SATA, SEVN, SVC, THRV, VRIG, YBST, YBTY
## Upcoming events for Tuesday, July 21st
- Stock splits:
- CANG @ **1:10**
- XPON @ **1:12**
- CRDU @ **4:1**
- PONX @ **1:5**
- IREZ @ **1:3**
- NBIZ @ **1:3**
- SNDQ @ **1:10**
- LABX @ **6:1**
- WLFC @ **3:1**
- Expected earnings:
AIR, ALK, ALLY, AMSF, AUB, BWB, CB, CCBG, COF, DHI, DHR, EFX, EQT, EWBC, FFBC, FOR, GM, GPC, HAFC, HAL, HAS, HWC, IBKR, KEY, KREF, MBWM, MCB, MMM, MRSH, MSCI, NBHC, NIC, NLY, NOC, NP, NPB, NVS, OFG, ORRF, OZK, PEBO, PEGA, RRC, SCHW, SYF, TFIN, TRST, UCB, VICR, VLRS, VMI, WAL, WBS, WFRD, WSBC
- Ex-div:
SATA
- Economic events and announcements:
- 3-Month Bill Auction (previous: 3.760%)
- 6-Month Bill Auction (previous: 3.860%)
- US Leading Index (consensus: -0.1%, previous: 0.1%)
## Upcoming events for Wednesday, July 22nd
- Expected earnings:
ARR, AVB, BANC, BANR, BDN, BKU, BMI, BRBS, CALM, CASH, CATY, CBAN, CCI, CCS, CFFN, CME, CSBR, CSX, CVBF, CYH, EFSC, EGBN, EGP, ELS, EPRT, EQNR, EQR, FAF, FBNC, FBP, FCCO, FDBC, FMNB, FNLC, FPI, FR, FRME, FRMM, FSBC, FULT, GCBC, GEV, GGG, GL, GOOG, GOOGL, GSHD, GTY, HBNC, HCSG, HLX, HNVR, HYFT, IBM, ICLR, IRDM, JMSB, KALU, KMI, KNX, KOF, LBRT, LOB, LSBK, LUV, LVS, MCO, MEDP, MMLP, MOH, MPB, NBBK, NFBK, NOW, NRIM, NTRS, NTST, NVEC, NVR, NWFL, OBK, OII, ONB, OSBC, OTIS, OTLY, PFBC, PHM, PKG, PM, PNFP, PTEN, QCRH, QS, RCI, RDY, RELL, RGP, RHI, RJF, RLI, RMBI, RNR, ROL, RPM, RS, SEIC, SF, SLG, SMBC, SON, STC, SYBT, T, TCBI, TCBX, TDY, TEL, TMHC, TNL, TOWN, TSLA, TXN, TZOO, URI, UVSP, VKTX, VTMX, WAB, WCN, WEX, WH
- Ex-div:
APA, GLDI, SATA, SLVO, USOI
- Economic events and announcements:
- ADP Employment Change Weekly (previous: 19.80K)
- API Weekly Crude Oil Stock (previous: -0.056M)
- Redbook (previous: 8.2%)
## Upcoming events for Thursday, July 23rd
- Expected earnings:
AAL, ABCB, ACI, ACNB, ACU, ALLE, AMAL, AMBP, AMP, AMTB, APPF, ARGX, AROW, ASB, ASPS, ATRC, AVBC, AVBH, BFH, BFST, BHRB, BPOP, BPRN, BWFG, BWMX, BX, BY, BYD, CARE, CFFI, CIVB, CLF, CLST, CMCSA, CNOB, COCO, COKE, COLB, CUBI, CX, DB, DCOM, DECK, DGX, DLR, DOV, DOW, EBC, ECBK, EFSI, ENSG, ENVA, ESQ, EW, FCFS, FCNCA, FCX, FIBK, FISI, FIX, FMBH, FNWB, FPH, FRBA, FRST, FSV, GBCI, HBAN, HFWA, HIG, HOG, HON, HSCS, HTH, HTLD, HZO, IBCP, IMA, IMAX, INFY, INTC, ISBA, IVR, JAKK, KN, KNSL, KRNY, LADR, LAZ, LMT, LYG, MBLY, MGYR, MRBK, MSBI, MXL, MYFW, NDAQ, NECB, NEM, NOK, NSC, NVCR, OPBK, OPTT, ORC, ORI, OVV, PCB, PCG, PECO, PINE, POOL, R, RBKB, REXR, RNG, ROP, RPT, RTX, SAM, SAP, SBFG, SCHL, SHBI, SHG, SIGI, SKYW, SLM, SMMT, SNA, SRCE, SSB, SSNC, STBA, STM, TBBK, TCBK, TECK, THRM, TMO, TMUS, TR, TSCO, TTE, UBSI, UNP, USCB, UTMD, UVE, VABK, VC, VLY, VRSN, WKC, WRLD, WSFS, WST, WTBA
- Ex-div:
MDRR, SATA
- Economic events and announcements:
- 20-Year Bond Auction (previous: 4.927%)
- Crude Oil Imports (previous: -0.399M)
- Crude Oil Inventories (previous: -1.692M)
- Cushing Crude Oil Inventories (previous: 0.430M)
- Distillate Fuel Production (previous: 0.072M)
- EIA Refinery Crude Runs (previous: 0.099M)
- EIA Weekly Distillates Stocks (previous: 4.556M)
- EIA Weekly Refinery Utilization Rates (previous: 0.4%)
- Gasoline Inventories (previous: -1.533M)
- Gasoline Production (previous: -0.096M)
- Heating Oil Stockpiles (previous: 0.030M)
- MBA 30-Year Mortgage Rate (previous: 6.65%)
- MBA Mortgage Applications (previous: -2.7%)
- MBA Purchase Index (previous: 157.2)
- Mortgage Market Index (previous: 259.1)
- Mortgage Refinance Index (previous: 821.9)
^^^^2026-07-20

1.0 BD/VC Hub

opposite, Airbnb and Coinbase among many other smaller YC and VC backed startups ALL favor Chinese models for commodity workloads.
This is because the models are open weight and can’t ever link to any third party servers Chinese or not. OpenAI and Anthropic farm your prompts and can steal your alpha like Alex Karp has said. Chinese models can’t if you self host

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Base44 looks pretty good, but the rest of Wix looks like a melting ice cube. So there is a question: what are the relative rates of “melting” of the core Wix and the growth of Base44?

I’m not sure how to answer that. Personally, this whole space is not within my circle of competence, so it’s not for me, but it’s an interesting idea. I’ll follow along with the company for my own knowledge.

It is kind of interesting that Loveable, a comp to Base44, just raised money at 35X ARR, or $1.8 billion valuation:

https://lovable.dev/guides/base44-vs-lovable
And Wix is worth $2.2 billion with $150 million ARR for Base44, or 14X ARR. If you believe the comp and Silicon Valley VC pricing, then Base44 might be worth more than the whole company!

I do like that there’s some decent cash flow, looks like $500 million with $230 million of that coming from SBC, and net cash of $435 million on the balance sheet. Especially with a tech turnaround, they need enough cash to give them time to figure things out.

Buying back shares at higher prices was a mistake in hindsight, since they are needing the cash now to grow Base44, and correct me if I’m wrong, but it looks like they had to issue at a lower price? I see $200 million in proceeds from stock issuance in Q1 2026.

That sorta suggests to me their financing strategy may not be the best or fully aligned with their business strategy.

VC sitting in caves in the jungle...

After a 90% loss a retailer should realise that stock picking isn't for them and should just QUIT. You are not a VC.