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Re:Building for the Future
on Thursday May 07, 2026 @05:15PM (#48055154)
Coinbase for sure is driven by declining Bitcoin fundamentals and entry of other big players in the Trump inner circle. The AI narrative is a lie.
Cloudflare was overvalued and missed extreme expectations (down another 12% now).
By this time I wonder which investor still believes the AI excuse.
Re:Building for the Future
on Thursday May 07, 2026 @05:11PM (#48055094)
Why is Matthew Prince not fired? They missed EPS and AI could write (or perhaps did write) this entirely meaningless announcement.
What they'll do instead is double down and start another 100 useless AI initiatives that no one wants.