Breaking: Mayhem in the market 🫧
AI-generated summary Gary Marcus reports that the market was mixed following a previous post, with chipmakers and neocloud companies such as CoreWeave facing heavy losses while large firms like Amazon, Apple, and Google received a bounce. The author notes that theories suggested investors rotated toward larger tech companies to weather cash crunches or because hyperscalers might reduce CapEx expenditures following public resistance to data centers.