Snapshots That Wow!

It never can be a win-win

In last 2 financial years, Retailers lost ₹1.70 lakh crore, Same amount gained by other participants

Source: Patterns, BSE and NSE

The law of diminishing returns hit?

“Spending on Fable 5, Anthropic’s largest and priciest model, has plateaued at only about 11 per cent of overall outlay on the company’s tools, more than two months after its release, according to spending data from 70,000 companies collected by payments group Ramp. This breaks a pattern of corporate users defaulting to the most powerful models. Analysts and investors in Anthropic said the change was primarily driven by Fable’s high price and the fact that older models are capable of handling the bulk of business demands.”

Source: Financial Times

Chit bhi meri, Pat bhi meri

“In an ironic twist, some of the highest-quality companies are also among the cheapest in the market today.”

Source: Sahil Kapoor

Making your money work when you sleep

“If you bought $MU everyday at market close and sold at market open, your return would be 138,330,342%

If you bought $MU everyday at market open and sold at market close, your return would be -99.2%

Almost all of $MU gains have come from overnight moves”

Source: Wheelie Investor

We are enabling our laziness not productivity

Most businesses use AI for simple chat products and capability- summarising search results, formatting communication, etc. Very few (stagnating at that too) deploy agents capable of truly enhancing productivity of the organisation.

Source: Ramp

Size no longer matters?

Nifty stocks now make up just 33% of Retail Portfolios in Jun 26
Lowest on Record.

Source: Patterns