The Best One Yet

🏒🏀 “New York Sports, Inc.” — Madison Square Garden’s playoff stock pop. GameStop’s return of the kitty. OpenAI’s ease-of-use.

May 14, 2024
Sam Altman discusses OpenAI's latest breakthrough, GPT4o, focusing on its ease-of-use. Roaring Kitty's tweet boosts GameStop stock. MSG Sports stock success amid Knicks and Rangers playoffs. Solar Storm disrupts economy.
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ANECDOTE

MSG Sports Stock and Playoff Runs

  • Both the Knicks and Rangers are making deep playoff runs, mirroring their 1994 success.
  • This success is driving up MSG Sports stock, but it's still undervalued due to owner James Dolan.
INSIGHT

The Diva Discount

  • MSG Sports stock is undervalued due to the "diva discount" associated with owner James Dolan.
  • Investors believe the teams would be worth more if Dolan wasn't involved.
INSIGHT

AI Arms Race: Ease of Use

  • OpenAI's GPT-40 focuses on ease of use rather than just intelligence.
  • This shift is crucial in the AI arms race as companies compete for user integration.
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