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VS
Versus Systems Inc
stock NASDAQ

At Close
3/24/2023 3:59:30 PM EDT
0.5549USD-2.649%(-0.0151)187,151
0.4329Bid   0.5994Ask   0.1665Spread IEX
Pre-market
3/24/2023 9:19:30 AM EDT
0.5800USD+1.754%(+0.0100)0
After-hours
3/23/2023 4:05:30 PM EDT
0.5500USD-2.655%(-0.0150)0
OverviewOption ChainHistoricalExchange VolumeShort VolumeBorrow FeeFailure to DeliverTrendsNewsTrends
VS Reddit Mentions
Subreddits
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We have sentiment values and mention counts going back to 2017. The complete data set will be available via the API.
Notify me when the API is ready
VS Specific Mentions
As of Mar 25, 2023 7:26:54 PM EDT (<1 min. ago)
Includes all comments and posts. Mentions per user per ticker capped at one per hour.
1 hr ago • u/Saxmuffin • r/Superstonk • lets_kind_of_understand_web3_so_we_better • C
My man the distinction is everything and not caring about it is how we got the dtcc ecosystem in the first place. Loopring layer 2, if the company goes belly up you can withdraw all your assets to mainnet. VS Matic side chain, if the multisig decides to steal your assets, you fukt
sentiment -0.49
2 hr ago • u/rqnyc • r/CryptoCurrency • coinbase_ceo_asks_community_to_support_procrypto • C
American Politics are the battle between different interest groups. In crypto's case, it's banks VS blockchain Tech. And you do not want to surrender
sentiment 0.05
2 hr ago • u/Objective-Reward4425 • r/ETFs • nasdaq100_etf_vs_all_world_comparison • T
NASDAQ-100 ETF VS ALL WORLD COMPARISON
sentiment 0.00
3 hr ago • u/TheTangoFox • r/Superstonk • so_those_gmerica_nfts_from_the_drop_the_other_day • C
Supply/Demand VS Scarcity
Perhaps the pin entitles holders to future airdrops?
sentiment 0.00
9 hr ago • u/TheTangoFox • r/Superstonk • gamestop_investors_are_playing_by_rules_youll • C
The House VS The Household Investor
I like my odds...
sentiment 0.36
11 hr ago • u/Saxmuffin • r/Superstonk • lets_kind_of_understand_web3_so_we_better • 📚 Possible DD • B

Intro:
I have spent most of my free and company time(shhh) reading about web3 technology. It is a lot. Broadly speaking, would someone care about a new innovation that will replace something that they didn't know exists in the first place? They don’t and they won’t. And that is OK. People do not understand where their shit goes when they flush the toilet, they don't understand the backend protocols that enable them to post a funny video to their facebook. Those that do or those that kind of do, will be in an advantageous position from the knowledge gained when analyzing the evolution of technology to predict the future. Lets try and get you to “kind of get” web3.
Understanding Technology
Computer technology moves fast. Like really fast. Way faster than you can comprehend. Moore’s Law states that the number of transistors on microchips doubles every two years. This is a HUGE deal! This is exponential growth. Exponential growth is hard for us to wrap our brains around and not just for the smoothest of us. For example if you had 10 cows and they doubled every year after 5 years you’d have 360 cows. Not too crazy eh? Well after another 20 years you'd have 335,544,320 cows. In 1971 our microchips had 2,300 transistors. Now we have over 5.3 trillion aka 5,300,000,000,000. All you need to know about transistors and microchips is more transistors=faster and smarter computers. To put this in perspective, there is more computing power in a $4 hallmark greeting card that sings to you when you open it, than what we had in the original space shuttle that landed on the moon in 1969.
Why does this matter? Well if we boil web3 down, it is just an evolution in technology. Before we get more into the “how” let's put things into perspective and help our visual learners out a bit.
[Technology Timeline](https://preview.redd.it/t8zgyglslvpa1.png?width=621&format=png&auto=webp&v=enabled&s=5d38aa502de6ec71178efd74d6cded97b196b34e)
As you can see our computer technology has grown very fast. It moves much faster than our government laws can keep up. For example it took until the 1960s for segregation to end, which is within the lifetimes of many people on this sub. To think our government has a handle and grasp of new blockchain technology and how to use it let alone regulate it, is pretty naive. Culture dictates law ultimately. The private industry sets the standards and the government will slowly adopt.
OK we have established that technology grows faster than we can really perceive and are now humbled and in awe. Now let's learn a little bit about what technology currently exists and this new technology.
&#x200B;
The Internet VS The Web.
The internet is the physical connections between all our devices, the hardware.
The web is how the devices communicate across the physical connections, it's the software, backend protocols.
Most people do not understand how it all works as us normies just interact with the simplified frontend that smart people made for us.
Since most people only interact with the front end, they don’t care how it works. If you don’t care how it works, then you won’t know how it will evolve. For the most part the “roads” that connect our computers are built out and wont change. You can consider fiber optics over cable to be the latest innovation but it does not fundamentally change how we use our connectability. The “vehicles'' on the road, or data is what is poised to be revamped. A “web” of messages to a web of objects and value.
&#x200B;
The evolution of the web
Web1- static internet, picture dialup 90s scrolling web pages
Web2- 2000s, the invention of the hyperlink! Dynamic interactive and clickable web!
Web3- Web2 with digital “objects” bringing value to the digital world through the latest innovation in math and technology. Blockchain is the foundational technology that makes this possible.
&#x200B;
Understanding Blockchain
It’s just Accounting software.
Accounting History For Smoothies:
For over 2000 years the world has used what is called “double entry accounting”. Blockchain is the first fundamental change to this. It is a new way of tracking data.
Double Entry
In the double-entry system, transactions are recorded in terms of debits and credits. Since a debit in one account offsets a credit in another, the sum of all debits must equal the sum of all credits. In this system it is impossible to locate where an asset is at any given moment. You essentially only compare your checkbook to whoever you are dealing with. It is impossible to take a snapshot and locate where anything is at any given moment. Nothing of value is ever moved, it is all “paper gains or loses”.
God that is dull. But it is essential to understand if you ever want to “kind of understand” blockchain technology.
Now I get to this point with many friends and they say things like so what? I use zelle or venmo. I can send money instantly TODAY without having all this blockchain nonsense. Well buddy you are not correct. They made this great front end for you to use and experience what you think is instant money transactions. Unfortunately it is a farce. Or more accurately a solution to a problem. You see, prior to blockchain, it was impossible to transfer value securely over the public internet. Banks and other financial entities have their own “internet” to track and move money via messages. They all have their own ledgers with each other as well as with their customers (us). If I am in Chicago and I wish to send money to a business in England, I tell my bank who I want to send the money to. Usually they have to play a game of telephone to 1 to 3 more banks while I wait half a week for them to eventually get to the specific bank in England who has the account of the business I am trying to send money to. This takes time and often gets messed up through human error.
Blockchain allows peer to peer transfers of digital money and objects almost instantly. Visa, venmo, interbank transfers etc offer a mirage of instant settlement. They replicate the “instant” transaction by having all the parties bring their money to a centralized ledger, one big money pot that they control. They then make a nice front end that displays the IOU amount often days before the funds actually settle by entering or leaving their centralized ecosystem. The transfers within their ecosystem is just a rearranging of IOUs. This allows them to free up liquidity and use the actual money in other ways If this sounds familiar, it should. **This is what the dtc stock ecosystem is but for stocks**. The same exact principle.
So banks and brokers exist because their business models allow them to profit from the inefficiencies and frictions in the built out financial systems. Systems that are built on 1960s technology. Blockchain replaces the old systems and removes the inefficiencies. This makes banks and brokers irrelevant.
It all comes down to custody. Banks and brokers work because you literally give them your money or stocks. In the web3 world, you always maintain custody. The next generation will think it ludicrous that we used to give all our money to other entities to “hold” for us. The whole plot of Fight club will be laughed at. How can blowing up a couple buildings reset credit?! What a horrible centralized design from the stone-digital age.
&#x200B;
Bonus
Wait but what’s an nft? Think of an nft as being a digital mason jar. In our physical world you can put anything really in a mason jar, it’s just a container. It’s value and utility drastically changes if you fill it with gold or feces. Mason jars themselves aren't valuable until you fill them with something. Developers use coding to fill NFTs with data in ways that are as variable as gold and poop. There is a lot of poop out there right now.
&#x200B;
Trust me bro anecdote
Not too long ago I went to a small forum about crypto and blockchain featuring a couple Federal Reserve managers. They were extremely vague in all their talking points, but it was clear that they were embracing the future. I asked about the ripple v SEC lawsuit and if they had any opinions. They said no comment other than that it may evolve into the “Telecommunication Act of 1996” for crypto.
“
The Telecommunications Act of 1996 is the first major overhaul of telecommunications law in almost 62 years. The goal of this new law is to let anyone enter any communications business -- to let any communications business compete in any market against any other.
“
Bullish.
To think GameStop and their partners will make a major move prior to there being a bit more legal clarity is a bit silly in my opinion. The ripple v sec case and the new rule proposal redefining what a custodian is are two majorly bullish signs to me and are required for GameStop to really start making changes and competing in the fintech space.
[https://public-inspection.federalregister.gov/2023-03681.pdf](https://public-inspection.federalregister.gov/2023-03681.pdf)
Page 65 starts the minimum protections sections and to me opens the door for new solutions to being a custodian in the crypto space.
Gaming assets will be first and can get going but innovating the fintech space is the ultimate end goal to me. The general population won’t game because NFTs are in the game. It’s just not a primary selling point. The games have to be amazing on their own and leverage nft tech to enhance the experience even more. DRS, do business with GameStop, wait for a genuinely great game to be released, and just let superior technology eat outdated infrastructure. Profit.
&#x200B;
Double Bonus grandma story:
Before my grandma died she told me a story about my great uncle who passed away before I was born. He was a scientist working with magnets and data storage back in the 1960s. He told my grandma that one day people would listen to music on small compact metallic disks. My grandma rolled her eyes at whatever that meant. My great uncle was early but he wasn’t wrong. Through his research he saw the potential of the technology, but it would take years to make it mainstream. Thankfully for us the innovation and adoption rate of new technology is also increasing. It took Chat GPT 5 days to reach 1 million users. It took facebook 10 months in 2004 and netflix 3.5 years back in 1999 to reach that level of adoption.
sentiment 1.00
18 hr ago • u/beankdkfkfk • r/wallstreetbets • weekend_discussion_thread_for_the_weekend_of • C
not sure how that will help, u think French franc will be more desirable in global market VS euro?
i mean maybe consider europoor has lots of useless countries
but french franc by itself is not gonna be strong
welcome to try it tho, i’d love more panic on the street so my puts go brrr
sentiment -0.26
18 hr ago • u/Freesmiles54 • r/GME • rgme_megathread_for_march_25_2023 • 🚀 Megathread 🚀 • B

https://preview.redd.it/p3vwh2qxxkd81.png?width=219&format=png&auto=webp&v=enabled&s=e6b60fb3cf6a8a6a8e03a1736c429819fa9e8bff
**🚀🚀GameStop Investor Sub🚀🚀**
&#x200B;
**⬆️UPVOTE THE MEGA⬆️**
&#x200B;
**🚀🚀POWER TO THE PLAYERS 🚀🚀**
&#x200B;
Due to the intrusion of bad actors, our team may request proof of position should the situation arise. If proof of position is asked for and not received, you will receive a temporary ban.
&#x200B;
**🚫🚫🚫 SCAMMER ALERT 🚫🚫🚫**
r/GME **is aware of scammers offering non official GameStop merchandise (T-Shirts)**
**DO NOT CLICK THE LINKS THAT ARE NOT OFFICIALLY FROM GAMESTOP.**
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**We have ABSOLUTELY NO TOLERANCE for self-promotion or discussion of other stocks, brigading, referencing other stocks, and linking sites with monetization.**
**This is strictly a GME, GameStop sub, we welcome any discussion around GameStop.**
&#x200B;
**🚀🚀GAMESTOP UPDATES🚀🚀**
[\*\* Why GameStop \*\*](https://www.reddit.com/r/Superstonk/comments/qig65g/welcome_rall_looking_to_catch_up_on_the_gme_saga/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
[\*\* List of official GameStop accomplishments \*\*](https://www.reddit.com/r/GME/comments/x3hv46/list_of_official_gamestop_accomplishments/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
[\*\* GameStop Wallet / NFT Marketplace Information \*\*](https://wallet.gamestop.com/#video-content)
[\*\* GameStop Forms Partnership with Immutable X \*\*](https://gamestop.gcs-web.com/news-releases/news-release-details/gamestop-forms-partnership-immutable-x)
[\*\* Microsoft and GameStop Enter Multiple Year Agreement \*\*](https://news.microsoft.com/2020/10/08/gamestop-announces-multiyear-strategic-partnership-with-microsoft/)
[\*\* GameStop Reports Third Quarter Fiscal Year 2022 Results \*\*](https://gamestop.gcs-web.com/news-releases/news-release-details/gamestop-reports-third-quarter-fiscal-year-2022-results)
&#x200B;
**🎉🦍 NFT Party Weekend 🎉🦍**
A weekly celebration of NFTs shared / Given-away in our Community
( **Absolutely no selling or donations, get familiar with our NFT Rule 8 )**
&#x200B;
**💎🙌ComputerShare💎🙌**
[\*ComputerShare](https://www.computershare.com/us)
**\*To feed incremental shares:-> !DRSBOT:XXX!**
r/GMEOrphans **(DRS / Feed The Bot)**
**DRS Instructions US / International**
[\*Step by Step to DRS International Phone #](https://www.reddit.com/r/GMEJungle/comments/r9euj1/computershare_upgrades_drs_support_for/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
[\*AMA Paul Conn - Computershare](https://www.reddit.com/r/GMEJungle/comments/rlota7/computershare_dd_series_ama_part_2_with_paul_conn/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
[\*Book vs Plan](https://www.reddit.com/r/GMEJungle/comments/rmdy5s/book_vs_plan_at_computershare_yes_there_is_a/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
[\*IRA Transfers to ComputerShare](https://www.reddit.com/r/Superstonk/comments/q2qflz/update_ira_transfer_to_computershare_fyi_you_can/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
[\*Give A Share](https://www.giveashare.com/stock.asp?buy=gamestop-stock)
📚🔥**Investor Complaint Resources**📚🔥
[\*GameStop Investor Relations Email](mailto:investorrelations@gamestop.com)
**🚀GAMESTOP UPDATES-Split-Dividend🚀**
\*\*Straight From GameStop Investor Relations
[\*Report of Organized Actions Effecting Basis of Securities](https://investor.gamestop.com/static-files/1764b8e4-0e1d-41a6-b502-8c5ab7604dc8)
\*\*Split / Dividend Outline (How it works)
[\*Confusion Over A Stock Split VS Dividend](https://www.reddit.com/r/Superstonk/comments/wdqiu5/confusion_over_a_stock_split_vs_dividend/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
&#x200B;
**🚀🚀ARE YOU READY FOR THE RIDE🚀🚀**
For other subs with a focus on GME visit:
[r/Superstonk](https://www.reddit.com/r/Superstonk/)
[r/GMEJungle](https://www.reddit.com/r/GMEJungle/)
[r/DDintoGME](https://www.reddit.com/r/DDintoGME/)
r/GMEDD
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[r/GME](https://www.reddit.com/r/GME/) Megathreads are posted daily at 1:00 a.m. EST
sentiment 0.99
1 day ago • u/SuperNewk • r/stocks • profit_taking_in_tech_stocks_and_putting_them • C
You need to look at valuation VS ‘price’…. Thats the hard part. So the p/e is around 2011 levels. Historically these are cheap levels. You want to swing heavy during cheap times, also look at the clients pouring money in. I know i bought Schw stock and probably majority at the brokerage did, its a great company. We shall see!
sentiment 0.65
1 day ago • u/Rich_Anxiety_4297 • r/Wallstreetsilver • what_is_bitcoin • C
Stack silver and Chill
If you want to speculation turn to crypto and learn about the four year cycles VS manipulation and dollar up and downs
sentiment -0.17
1 day ago • u/buffinita • r/dividends • is_schw_not_the_same_as_schd • C
many banks are down a lot - who knows if they'll go back up to where they were a month ago.
ask yourself this:
are you OK with owning a single company VS an index fund
are you OK with owning Schwab - the business
&#x200B;
here are some EU purchsable funds for you to consider - VUSA/FUSA/VHYL
sentiment 0.71
1 day ago • u/EpicMilkmann • r/wallstreetbets • daily_discussion_thread_for_march_24_2023 • C
U.S. S&P GLOBAL MARCH FLASH MANUFACTURING PMI AT 49.3 (VS 47.3 IN FEBRUARY) U.S. S&P GLOBAL MARCH FLASH COMPOSITE PMI AT 53.3 (VS 50.1 IN FEBRUARY) U.S. S&P GLOBAL MARCH FLASH SERVICES PMI AT 53.8 (VS 50.6 IN FEBRUARY)
sentiment 0.00
1 day ago • u/HuzzahBot • r/wallstreetbetsHUZZAH • daily_discussion_thread_march_24_2023 • C
Tweet Mirror:[@DeItaone](https://twitter.com/DeItaone/status/1639243205215498240)
>U.S DURABLE GOODS ORDERS (MOM) (FEB) ACTAUL: -1.0% VS -4.5% PREVIOUS; EST 0.2%
Tweet Mirror:[@StockMKTNewz](https://twitter.com/StockMKTNewz/status/1639243270206242816)
>BRITISH REGULATOR SOFTENS STANCE ON MICROSOFT-ACTIVISION DEAL COMPETITION CONCERNS
>
>
>
>The U.K.’s competition regulator today said it has narrowed the scope of its investigation into Microsoft’s [$MSFT](https://www.tradingview.com/symbols/MSFT) takeover of Activision [$ATVI,](https://www.tradingview.com/symbols/ATVI,) saying it no longer believes the deal will lead to a…
sentiment 0.35
2 days ago • u/fuscosco • r/wallstreetbets • daily_discussion_thread_for_march_24_2023 • C
> Analysis: Billionaire Ambani adopts familiar playbook in India cola battle vs Coke, Pepsi
> The company is heavily discounting in-store prices. A two-litre Campa Cola bottle is priced at 49 rupees (60 U.S. cents) in stores, a near 50% discount on its label price, and around a third lower than 2.25-litre Coke and Pepsi variants, a Reuters check showed. The smallest bottles of Campa Cola and Coke both cost 10 rupees, while Pepsi starts from 12 rupees.
> **'GREAT INDIAN TASTE' VS FOREIGN BRANDS**
> Pepsi and Coca-Cola will also cautiously eye Reliance's marketing strategy after it targetted nationalist sentiment and nostalgia by promoting Campa as a homegrown brand with "Great Indian Taste" and a "rich heritage".
That's like early 2000s pricing on soda. 😨
Also love the whole nationalism angle. Tastes better than the N'wah outlander's swill.
sentiment 0.96
2 days ago • u/Dysis_ • r/mauerstrassenwetten • tägliche_diskussion_march_24_2023 • C
Microsoft baut gerade vor all unseren Augen ein Monopol auf und die Börse checkt es irgendwie noch nicht. Den Gamepass lasse ich mal außen vor, da isses ein Monopol auf Ankündigung (in 10 Jahren, wenn die ATVI Deals ablaufen)
* Vorgestern hat OpenAI angekündigt, Programmier-GPT (namens “Codex”) einzustellen. Es gab ein paar Startups, die darauf aufbauend eigene Ideen umgesetzt haben. Am gleichen Tag hat Microsoft Copilot X angekündigt, was all die Ideen der Startups selber umsetzt. Hat nen krasses Geschmäckle, dass Codex eingestellt wird. Bonus: Copilot X kommt (erstmal?) nur für Microsoft Programme (VS und VSCode), nicht für weit verbreitete Konkurrenten, was der Vorgänger aber konnte
* Vor ~4 Wochen hat Microsoft die Bing API verteuert - um Faktor 8 bis 20 (!!!). Es gibt/gab ein paar Suchmaschinen, die auf Bing aufgebaut habe, Ecosia zum Beispiel. Auch hier ist es gewiss ein Zufall, dass das dann gemacht wird, wenn Bing auf einmal neue Nutzer kriegt
* OpenAI hat Plugins für ChatGPT angekündigt (https://openai.com/blog/chatgpt-plugins). Im Prinzip hat ChatGPT bald seinen eigenen App Store, eine Websuche, einen funktionieren Python-Interpreter etc. Das ist ein Google Killer. Gleichzeitig killt es auch alle Websites, die irgendwie Content bereitstellen (tschau, Stack Overflow). Das, was anfangs der größte Nachteil von ChatGPT war, wird jetzt einfach vernichtet. Theoretisch könnte Dropbox da angebunden werden und du könntest auf alle deine Dateien ein ChatGPT haben. Jetzt kommt aber der große Nachteil: Das Ding ist ein Datenschutz-Horror. Plugins erlauben OpenAI, mit den Antworten alles zu machen, sie zu kopieren, verändern und und und. In den AGBs zu Plugins steht auch nicht davon, ob die Daten daraus für neue Models genutzt werden (oder eben nicht). Im schlimmsten Fall würden also dann deine privaten Dokumente (teilweise) für GPT-5 verwendet werden. Das wäre für OpenAI der Goldschatz, unendlich Daten von Millionen von Nutzern und das von einer Vielzahl von Apps. Wer’s noch ironisch mag: In einem “guck mal, so kannst du deine Daten in ChatGPT laden”-Tutorial wird überprüft, ob Dokumente persönliche Daten enthalten - indem man sie zu GPT-4 schickt. lel
* Vielleicht wird damit mit den Plugins ChatGPT zum AppStore-Killer. Ist nicht mal so weit hergeholt. Hier ne Pro-/Contra-Liste von jemanden, der eher skeptisch ggü vielen AI Dingen ist, aber definitiv Ahnung hat: https://twitter.com/random_walker/status/1638988017766662146
Und wenn ich sonst immer so ultra happy mit den ganzen Entwicklungen war, haben gerade die letzten Tage und das Ding mit Codex gezeigt, wie schnell OpenAI von einer offenen, forschungsorientierten Non-Profit (die mein Traum AG wäre) zu einer rücksichtslosen, monopolistischen Entity entwickelt hat. Es gibt noch mehr Beispiele, die das untermauern (keine Details zu GPT-4, auf einmal will der Marktführer mehr Regulation lol). Kotzt mich wirklich, unironisch, an und ich finde es echt schade.
So, jetzt zurück zur Börsenrelevanz. Ich sehe ein paar Szenarien:
* MSFT schafft es weiter, mit OpenAI, überall KI in deren Produkte reinzuballern, während OpenAI weiter ChatGPT als Plattform ausbaut. Konkurrenten zu MSFT werden abgeschirmt (Kontrolle, wer in den ChatGPT AppStore darf, hat natürlich nur OpenAI). Gleichzeitig werden weitere Bestrebungen in Richtung Regulatoren gemacht. Die Massen nutzen mehr und mehr ChatGPT + Bing und OpenAI Produkte wie DallE. OpenAI trainiert mit den ganzen Daten immer stärkere Models und gatekeeped die für MSFT und wenige, ausgewählte Kunden. Konkurrenten wie Google’s Bard (ist übrigens richtig schlecht geworden, was zum Fick macht Google da) setzen sich nie durch, weil der Fokus der Massen auf ChatGPT ist und sie aktuell 3–6 Monate vor den anderen sind. Google will auch nicht das bestehende Business torpedieren; verliert aber immer weitere Marktanteile. BULL MSFT, BEAR GOOG
* Die Konkurrenz, die jetzt 3-6 Monate hinter OpenAI sind, werden weiter mit viel Geld zugeworfen. Genau das sehen wir gerade, das, was ChatGPT Plugins sind, gibts schon in der Programmiercommunity etwas länger (so 2-3 Monate) und wurde da auch so aufgebaut, dass man das LLM einfach austauschen kann. META hat ein wahnsinniges Produkt rausgehauen (leider nur für Forscher, also nix kommerzielles draus aufbaubar). Aber es gibt wahnsinnig starke Konkurrenten, die sind jetzt 3 Monate hinter dem, was OpenAI so hatte: Anthropic und Cohere sind hier vor allem zu nennen (CRM + GOOG Invest). Auch Apple hat in deren Chips extra Support für das, was hinter LLMs steckt und es gibt tatsächlich ChatGPT-Konkurrenten, die auf dem META-LLM aufbauen und komplett aufm iPhone laufen. Also würden wir dann eine große Varianz an Modellen und Angeboten sehen, überall wäre sowas zu finden, vom iPhone bis hin zum Browser. Das ist aktuell mein Base Case. BULL NVDA, HOLD MSFT
* Die Konkurrenz, die ich vorher schon erwähnt habe, agiert noch schneller als OpenAI, da Google und Co. sehen, wie beliebt ChatGPT ist. Es wird einfach massivst Geld auf alles geworfen, Produkte werden super schnell rausgeworfen (also das, was MSFT gerade macht Ü), auf Userfeedback wird nicht gewartet. OpenAI kann mit dem Ganzen aber selber nicht mehr stand halten und verlangsamt sich, verliert den Anschluss. Erste Indizien sind hier die wahnsinnige Geschwindigkeit von Anthropics LLM (Claude) oder die gigantische Kontextlänge von Cohere Summarize. BULL NVDA, BULL GOOG
Für mich steht aber eines fest, wenn ich so sehe, was Adobe in Photoshop einbaut, was MSFT’s Office bald kann und was GPT-4 jetzt und bald mit Plugins kann: Das hier ist der iPhone Moment der 20er Jahre. Es bleibt nur noch abzuwarten, wer das Apple und wer das Blackberry wird. MSFT scheint von damals gelernt zu haben und jetzt wie aus dem Bilderbuch ihre Strategie auszuführen. Und gerade haben die Arbeiten von GPT-5 angefangen, wenn man Forbes glauben kann.
sentiment -1.00
2 days ago • u/ImRayShoesmithsSmile • r/wallstreetbets • what_are_your_moves_tomorrow_march_24_2023 • C
^(EUROZONE MANUFACTURING PMI (MAR)^) ^(ACTUAL: 47.1 VS 48.5 PREVIOUS; EST 49.0)
^(EUROZONE SERVICES PMI (MAR)^) ^(ACTUAL: 55.6 VS 52.7 PREVIOUS; EST 52.5)
----
^(GERMAN MANUFACTURING PMI (MAR)^) ^(ACTUAL: 44.4 VS 46.3 PREVIOUS; EST 47.0)
^(GERMAN SERVICES PMI (MAR)^) ^(ACTUAL: 53.9 VS 50.9 PREVIOUS; EST 51.0)
Olive Garden Servers are cleaning up!
sentiment 0.00
2 days ago • u/bitcointwitter • r/Superstonk • 109_billion_guaranteed_to_unwind_debit_suisse • C
Gamestop bags are so heavy. IT fucked a nation.
Switzerland should just close those positions then BLAME the fed.
AND HOLD THAT SHIT WITH THE APES AND FUCKING TAKE OVER.
THAT IS THE LOGICALLY CHOICE. THE HOT POTATOE IS ALSO A NUKE VS THE FED.
DO IT BITCHES, DO IT.
IF UBS HOLDS 9.75% of gamestop at 28.5m shares DRS. DONT SELL THOSE SHITS EVER.
LAUCH MOASS. THEN TELL THE SHORTS FUCK OFF TOO.
sentiment -0.92
2 days ago • u/Freesmiles54 • r/GME • rgme_megathread_for_march_24_2023 • 🚀 Megathread 🚀 • B

https://preview.redd.it/p3vwh2qxxkd81.png?width=219&format=png&auto=webp&v=enabled&s=e6b60fb3cf6a8a6a8e03a1736c429819fa9e8bff
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[\*\* GameStop Forms Partnership with Immutable X \*\*](https://gamestop.gcs-web.com/news-releases/news-release-details/gamestop-forms-partnership-immutable-x)
[\*\* Microsoft and GameStop Enter Multiple Year Agreement \*\*](https://news.microsoft.com/2020/10/08/gamestop-announces-multiyear-strategic-partnership-with-microsoft/)
[\*\* GameStop Reports Third Quarter Fiscal Year 2022 Results \*\*](https://gamestop.gcs-web.com/news-releases/news-release-details/gamestop-reports-third-quarter-fiscal-year-2022-results)
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[\*AMA Paul Conn - Computershare](https://www.reddit.com/r/GMEJungle/comments/rlota7/computershare_dd_series_ama_part_2_with_paul_conn/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
[\*Book vs Plan](https://www.reddit.com/r/GMEJungle/comments/rmdy5s/book_vs_plan_at_computershare_yes_there_is_a/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
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sentiment 0.99
2 days ago • u/Dysis_ • r/mauerstrassenwetten • tägliche_diskussion_march_23_2023 • C
(Ich werde den Kommentar vermutlich morgen nochmal posten, aber hab gerade ein bisschen Zeit)
Microsoft baut gerade vor all unseren Augen ein Monopol auf und die Börse checkt es irgendwie noch nicht. Den Gamepass lasse ich mal außen vor, da isses ein Monopol auf Ankündigung (in 10 Jahren, wenn die ATVI Deals ablaufen)
* Vorgestern hat OpenAI angekündigt, Programmier-GPT (namens "Codex") einzustellen. Es gab ein paar Startups, die darauf aufbauend eigene Ideen umgesetzt haben. Am gleichen Tag hat Microsoft Copilot X angekündigt, was all die Ideen der Startups selber umsetzt. Hat nen krasses Geschmäckle, dass Codex eingestellt wird. Bonus: Copilot X kommt (erstmal?) nur für Microsoft Programme (VS und VSCode), nicht für weit verbreitete Konkurrenten, was der Vorgänger aber konnte
* Vor \~4 Wochen hat Microsoft die Bing API verteuert - um Faktor 8 bis 20 (!!!). Es gibt/gab ein paar Suchmaschinen, die auf Bing aufgebaut habe, Ecosia zum Beispiel. Auch hier ist es gewiss ein Zufall, dass das dann gemacht wird, wenn Bing auf einmal neue Nutzer kriegt
* OpenAI hat Plugins für ChatGPT angekündigt ([https://openai.com/blog/chatgpt-plugins](https://openai.com/blog/chatgpt-plugins)). Im Prinzip hat ChatGPT bald seinen eigenen App Store, eine Websuche, einen funktionieren Python-Interpreter etc. **Das ist ein Google Killer**. Gleichzeitig killt es auch alle Websites, die irgendwie Content bereitstellen (tschau, Stack Overflow). Das, was anfangs der größte Nachteil von ChatGPT war, wird jetzt einfach vernichtet. Theoretisch könnte Dropbox da angebunden werden und du könntest auf alle deine Dateien ein ChatGPT haben. Jetzt kommt aber der große Nachteil: Das Ding ist ein Datenschutz-Horror. Plugins erlauben OpenAI, mit den Antworten alles zu machen, sie zu kopieren, verändern und und und. In den AGBs zu Plugins steht auch nicht davon, ob die Daten daraus für neue Models genutzt werden (oder eben nicht). Im schlimmsten Fall würden also dann deine privaten Dokumente (teilweise) für GPT-5 verwendet werden. Das wäre für OpenAI der Goldschatz, unendlich Daten von Millionen von Nutzern und das von einer Vielzahl von Apps. Wer's noch ironisch mag: In einem "guck mal, so kannst du deine Daten in ChatGPT laden"-Tutorial wird überprüft, ob Dokumente persönliche Daten enthalten - indem man sie zu GPT-4 schickt. lel
Und wenn ich sonst immer so ultra happy mit den ganzen Entwicklungen war, haben gerade die letzten Tage und das Ding mit Codex gezeigt, wie schnell OpenAI von einer offenen, forschungsorientierten Non-Profit (die mein Traum AG wäre) zu einer rücksichtslosen, monopolistischen Entity entwickelt hat. Es gibt noch mehr Beispiele, die das untermauern (keine Details zu GPT-4, auf einmal will der Marktführer mehr Regulation lol). Kotzt mich wirklich, unironisch, an und ich finde es echt schade.
So, jetzt zurück zur Börsenrelevanz. Ich sehe ein paar Szenarien:
* MSFT schafft es weiter, mit OpenAI, überall KI in deren Produkte reinzuballern, während OpenAI weiter ChatGPT als Plattform ausbaut. Konkurrenten zu MSFT werden abgeschirmt (Kontrolle, wer in den ChatGPT AppStore darf, hat natürlich nur OpenAI). Gleichzeitig werden weitere Bestrebungen in Richtung Regulatoren gemacht. Die Massen nutzen mehr und mehr ChatGPT + Bing und OpenAI Produkte wie DallE. OpenAI trainiert mit den ganzen Daten immer stärkere Models und gatekeeped die für MSFT und wenige, ausgewählte Kunden. Konkurrenten wie Google's Bard (ist übrigens richtig schlecht geworden, was zum Fick macht Google da) setzen sich nie durch, weil der Fokus der Massen auf ChatGPT ist und sie aktuell 3–6 Monate vor den anderen sind. Google will auch nicht das bestehende Business torpedieren; verliert aber immer weitere Marktanteile. BULL MSFT, BEAR GOOG
* Die Konkurrenz, die jetzt 3-6 Monate hinter OpenAI sind, werden weiter mit viel Geld zugeworfen. Genau das sehen wir gerade, das, was ChatGPT Plugins sind, gibts schon in der Programmiercommunity etwas länger (so 2-3 Monate) und wurde da auch so aufgebaut, dass man das LLM einfach austauschen kann. META hat ein wahnsinniges Produkt rausgehauen (leider nur für Forscher, also nix kommerzielles draus aufbaubar). Aber es gibt wahnsinnig starke Konkurrenten, die sind jetzt 3 Monate hinter dem, was OpenAI so hatte: Anthropic und Cohere sind hier vor allem zu nennen (CRM + GOOG Invest). Auch Apple hat in deren Chips extra Support für das, was hinter LLMs steckt und es gibt tatsächlich ChatGPT-Konkurrenten, die auf dem META-LLM aufbauen und komplett aufm iPhone laufen. Also würden wir dann eine große Varianz an Modellen und Angeboten sehen, überall wäre sowas zu finden, vom iPhone bis hin zum Browser. Das ist aktuell mein Base Case. BULL NVDA, HOLD MSFT
* Die Konkurrenz, die ich vorher schon erwähnt habe, agiert noch schneller als OpenAI, da Google und Co. sehen, wie beliebt ChatGPT ist. Es wird einfach massivst Geld auf alles geworfen, Produkte werden super schnell rausgeworfen (also das, was MSFT gerade macht Ü), auf Userfeedback wird nicht gewartet. OpenAI kann mit dem Ganzen aber selber nicht mehr stand halten und verlangsamt sich, verliert den Anschluss. Erste Indizien sind hier die wahnsinnige Geschwindigkeit von Anthropics LLM (Claude) oder die gigantische Kontextlänge von Cohere Summarize. BULL NVDA, BULL GOOG
Für mich steht aber eines fest, wenn ich so sehe, was Adobe in Photoshop einbaut, was MSFT's Office bald kann und was GPT-4 jetzt und bald mit Plugins kann: Das hier ist der iPhone Moment der 20er Jahre. Es bleibt nur noch abzuwarten, wer das Apple und wer das Blackberry wird. MSFT scheint von damals gelernt zu haben und jetzt wie aus dem Bilderbuch ihre Strategie auszuführen. Und gerade haben die Arbeiten von GPT-5 angefangen, wenn man Forbes glauben kann.
sentiment -1.00
2 days ago • u/5uckmyd1ckb1t4 • r/wallstreetbets • what_are_your_moves_tomorrow_march_24_2023 • C
FED BALANCE SHEET AT $8.784 TRILLION ON MARCH 22 VS. $8.689 TRILLION ON MARCH15
sentiment 0.00


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