Walmart's ad business did $6.4B last fiscal year at roughly 70% margins. That's about $4.5B of operating profit from selling access to its own checkout data. We used @townAI to analyze BofA's note on Synorb: 9 cited claims. The grocer is a media business. https://t.co/0LPJ9dWEgI
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Adobe's Acrobat now answers questions across your documents with clickable citations, and your files don't train the model. We used @townAI to analyze the 8-K on Synorb: record $6.76B revenue, 8 cited claims, ~4 seconds. The vendors that win sell the audit with the answer. https://t.co/N98JiYvo5v
A net 33% of fund managers say the hyperscalers are overinvesting. 42% call AI capex the most likely source of a systemic credit event. Then 79% say none of them will cut capex this year. We used @townAI to analyze the survey on Synorb. Fear the spend, bet on the spenders.