-focus on maintaining ROIC -all hardware IP from OpenAI (custom chips, ex. consumer) to be available to $MSFT for next 7 yrs -datacenter buildout pause - build on demand visibility, w/ grounding in chip replacement cycles, different power, networking reqs

On a positive note, $XYZ is stacking Bitcoin. https://pbs.twimg.com/media/G5lV718WgAAYqKr?format=jpg&name=medium

Today had time to dig into Block $XYZ Q3 materials. Tried finding a reason for a -10% market reaction. Likely culprit: falling Cash App GPV, despite accelerating growth in Cash App gross profit. It aint macro either. Venmo GPV (TPV) grew just fine. https://pbs.twimg.com/media/G5lPrfnWUAAF79D?format=jpg&name=medium https://pbs.twimg.com/media/G5lQZa6WMAA1Rrq?format=jpg&name=medium https://pbs.twimg.com/media/G5lSsS5XYAAfFVl?format=jpg&name=large