Noodling Through…Embedded Observability…OpenAI…CRM…ORCL…

Like you I see the current tensions in the Middle East…and the market reacting….mostly to the fear of higher Oil prices if the Straights of Hormuz were to get closed….and I move on. It is not that the scary potential of the situation is not…well…scary….but there is a big gap between this and an institutional...

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