Friday insights….Stuff I saw and thought….MSFT/OpenAI…Sam is…..Too big to fail…..NET/MDB…NFLX

In no particular order….here are a bunch of things that caught my eye and gave me pause. MARKETS. Yesterday markets posted new all time highs and were in a happy place….well apart from Restoration Hardware RH after the close! Ouch…reduced the outlook…missed the revenue expectations and lumped in a $30m charge for  the cost of...

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