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joey

T3 · host / generalist
3 calls·3 names·0% bull·last heard 3 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$GOOGLAlphabet

Google I/O disappoints developers with incremental Gemini 3.5 Flash; pricing strategy shifts away from value

Developer reaction to Google I/O was broadly negative: Gemini 3.5 Flash underperforms Cursor's Composer 2 on benchmarks while costing 4x more, marking a shift from Google's historical 'frontier performance at best pricing' positioning. The fixed conference cadence clashes with unpredictable model training timelines, forcing incremental releases.

TBPN2026-05→
2ndmedium conviction
$METAMeta Platforms

Meta Ray-Ban smart glasses lead face-computer category but lack productivity ecosystem integration

Meta's Ray-Ban partnership with Luxottica created the first successful 'face computer' with deepening consumer habit, but Meta lacks the productivity suite (Docs, Drive, Gmail) that Google and Apple possess, limiting its AI agent's ability to wire into users' core workflows beyond WhatsApp/Instagram.

TBPN2026-05→
3rdlow conviction
$BIRDAllbirds

Allbirds pivots public shell into Neo Cloud GPU provider after stock collapse

Allbirds' stock collapsed to ~$3.5M market cap before an AI-driven spike. The company kept its public entity and is now building a 'Neo cloud' GPU rental business, racking Cerebras or GB200s, representing a radical pivot from footwear to AI infrastructure.

TBPN2026-05→

most discussed · click a bar to filter

recurring themes

3 total
$GOOGL
···
Alphabet
MEDjoey·TBPN·3 months ago
Google I/O disappoints developers with incremental Gemini 3.5 Flash; pricing strategy shifts away from value
Developer reaction to Google I/O was broadly negative: Gemini 3.5 Flash underperforms Cursor's Composer 2 on benchmarks while costing 4x more, marking a shift from Google's historical 'frontier performance at best pricing' positioning. The fixed conference cadence clashes with unpredictable model training timelines, forcing incremental releases.
"Overall reactions from developers across the board were not good... It underperforms Composer 2 even though it's roughly four times more expensive... this marks sort of a shift in…"
16:10
$META
···
Meta Platforms
MEDjoey·TBPN·3 months ago
Meta Ray-Ban smart glasses lead face-computer category but lack productivity ecosystem integration
Meta's Ray-Ban partnership with Luxottica created the first successful 'face computer' with deepening consumer habit, but Meta lacks the productivity suite (Docs, Drive, Gmail) that Google and Apple possess, limiting its AI agent's ability to wire into users' core workflows beyond WhatsApp/Instagram.
"Meta Ray-Bans have done sort of the hard work of becoming the first face computer... But Meta doesn't really have this like knock-on effect of like, 'Oh yes, you've you you you're…"
9:45
$BIRD
···
Allbirds
LOWjoey·TBPN·3 months ago
Allbirds pivots public shell into Neo Cloud GPU provider after stock collapse
Allbirds' stock collapsed to ~$3.5M market cap before an AI-driven spike. The company kept its public entity and is now building a 'Neo cloud' GPU rental business, racking Cerebras or GB200s, representing a radical pivot from footwear to AI infrastructure.
"Allbirds has pretty much been down only... They basically kept the public entity and that's what they're building the Neo cloud through."
3:46