TMTB Weekly: OAI, SHOP, META, AMZN, RBLX, Memory/Storage

No Macro today, let’s get straight to the good stuff…

Even though we’ve been expecting the AI news cycle to keep accelerating, the actual pace and punch still hits differently when it actually happens. This week’s burst of OAI announcements was a reminder that the blast radius extends far beyond AI semis. OAI is becoming a center of gravity that’s tugging on internet and software names too, forcing tech investors to quickly move their feet and re-evaluate long held priors across the Tech landscape.

One of our more astute and thoughtful investors friends put it well this week:

Tech is starting to feel closer to zero sum. Remember in 16/17 when amzn killed all of retail and all you had to do was be long amzn and short any traditional retailer around. Now it’s OAI and basically every single product they iterate on. GPT is becoming the onramp to so much of my engagement with a computer. The problem is OAI isn’t public!

Let’s quickly recap everything OAI put out this week (and that’s before th…