The Future of Productivity in Large Language Models

I think the bullish case there is NIMM, right? And interest margin with Feds keeps hiking. Maybe has paused at this point. So maybe this is the top, but they're just making money hand over fist. Then of course we blew up the small banking sector as we all know,. The crisis in the small and regional banks and banks like SVB and First Republic have just been given really to everyone else you saw. HSBC had a record on the SVB UK, $1.5 billion of cash in their pocket. And of course, JP Morgan with their nice $5 billion lift or whatever it was.

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