
NFL Betting, wild
Talk about volatility in NFL betting. Wild Eagles and Jags NFL finish.

Talk about volatility in NFL betting. Wild Eagles and Jags NFL finish.
Seller Central invite this month: bid a per-unit price to get extra ASINs into Sub Same Day (2-5 hours, ~2,300 metros). You pay that bid only on units that actually ship SSD. Amazon still auto-places some products at no extra fee.
They say SSD ASINs sell 12% more than standard FBA in those areas.
The operator math is not "is 12% real." It's incrementality vs the bid, vs inbound splits, vs the fact the customer is already paying for fast.
Once a competitor in your Buy Box starts bidding, you are in a prisoner's dilemma. Refuse and you lose the speed badge. Bid and Amazon's take rate ticks up again.
Anyone actually bidding, or treating this like the first week of Sponsored Products when "optional" lasted about a quarter?
Seller Central invite this month: bid a per-unit price to get extra ASINs into Sub Same Day (2-5 hours, ~2,300 metros). You pay that bid only on units that actually ship SSD. Amazon still auto-places some products at no extra fee.
They say SSD ASINs sell 12% more than standard FBA in those areas.
The operator math is not "is 12% real." It's incrementality vs the bid, vs inbound splits, vs the fact the customer is already paying for fast.
Once a competitor in your Buy Box starts bidding, you are in a prisoner's dilemma. Refuse and you lose the speed badge. Bid and Amazon's take rate ticks up again.
Anyone actually bidding, or treating this like the first week of Sponsored Products when "optional" lasted about a quarter?
Jalapeño numbers dropped this week. OpenAI's inference ASIC, Broadcom, first results vs GB200/GB300. Anthropic confirmed a custom-silicon team earlier this month and hired a Google TPU veteran to run it.
That's the obvious trade: labs building chips to cut the Nvidia tax.
The less-posted side is Nvidia going the other direction. Nemotron is open weights, open data, open recipes. Latest drop is Nemotron 3.5 Lightning, a small MoE for agent execution. The quantization that makes it fast is NVFP4. CUDA as the default, just wearing a Hugging Face URL.
Two bets, same war:
I wouldn't fade the second one yet. OpenAI still trains on Nvidia. Anthropic still buys Trainium, TPUs, and GPUs. Custom silicon is a 2027-28 inference story.
Solid feature update, chances Google Chrome launches similar feature?
I enjoy the Ramp data each month on how corpations are shifting and growing their AI spend.
Takeaways are Anthropic continues their gains although not for top models, open source continues to gain share but broader market increases enough to offset share for frontier models and every employee continues to grow their average monthly usage.
I enjoy the Ramp data each month on how corpations are shifting and growing their AI spend.
Takeaways are Anthropic continues their gains although not for top models, open source continues to gain share but broader market increases enough to offset share for frontier models and every employee continues to grow their average monthly usage.
I enjoy the Ramp data each month on how corpations are shifting and growing their AI spend.
Takeaways are Anthropic continues their gains although not for top models, open source continues to gain share but broader market increases enough to offset share for frontier models and every employee continues to grow their average monthly usage.
The drops in referral traffic from Google Search continue to be appalling for publishers
Article fails to mention how Prime Day was moved to June and other retailers like Walmart and Target followed.