{"id":10298,"date":"2025-05-22T02:02:58","date_gmt":"2025-05-22T02:02:58","guid":{"rendered":"https:\/\/grimreapernetwork.org\/index.php\/2025\/05\/22\/50x-token-usage-a-quiet-internet-restructure-what-google-just-signaled\/"},"modified":"2025-05-22T02:02:58","modified_gmt":"2025-05-22T02:02:58","slug":"50x-token-usage-a-quiet-internet-restructure-what-google-just-signaled","status":"publish","type":"post","link":"https:\/\/grimreapernetwork.org\/index.php\/2025\/05\/22\/50x-token-usage-a-quiet-internet-restructure-what-google-just-signaled\/","title":{"rendered":"50x Token Usage &amp; a Quiet Internet Restructure\u2014What Google Just Signaled"},"content":{"rendered":"<p><iframe loading=\"lazy\" width=\"740\" height=\"416\" src=\"https:\/\/www.youtube.com\/embed\/w-RfP6w1acs?feature=oembed\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>Welcome to Daily Rip Live with Katie Perry and Shay Boloor! This episode is packed with big macro moves, AI infrastructure breakthroughs, retail collapses, and earnings drama. From Shay\u2019s Cloudflare conviction to Tesla&#8217;s narrative rebound, Target\u2019s identity crisis, and the geopolitical stakes behind AI chips, it\u2019s one of our most wide-ranging conversations yet. Here&#8217;s what we covered:<\/p>\n<p>\ud83d\udce1 Cloudflare Is Becoming the AWS of the Modern Internet<br \/>\nShay explains why Cloudflare\u2019s pivot into Workers AI makes it the gatekeeper of the new digital economy\u2014and why it\u2019s now his top position stock, even ahead of Snowflake.<\/p>\n<p>\ud83d\ude97 Elon Musk Commits to Tesla\u2014And the Market Loves It<br \/>\nAfter pledging to stay on as CEO for 5 more years, Elon sends Tesla stock higher. Shay says this could bring back the Elon premium\u2014and long-term, he&#8217;s still betting on Tesla\u2019s vision of robotaxi dominance and consumer pricing advantage.<\/p>\n<p>\ud83e\udd16 Waymo vs. Tesla: The Real Autonomy Battle<br \/>\nWhile Waymo leads today\u2019s robotaxi space, Shay argues Tesla\u2019s scalable consumer-first approach will win long-term, especially with future UBI-like car ownership models.<\/p>\n<p>\ud83e\udde0 Google\u2019s AI Plan &amp; The Case for Sergey Brin\u2019s Return<br \/>\nKatie and Shay react to Google\u2019s I\/O event. Shay thinks Google is quietly restructuring the internet\u2014and says bringing Sergey back would be a massive narrative unlock. Meanwhile, token usage is up 50x, reinforcing the compute boom narrative.<\/p>\n<p>\ud83d\udecd Target Fumbles Earnings, Tariffs, and Brand Identity<br \/>\nTarget\u2019s Q1 miss sparks a deeper convo on retail strategy. Shay says the company lacks both cost leadership and convenience\u2014and their inability to absorb tariffs shows why they\u2019re losing ground to Walmart and Costco.<\/p>\n<p>\u26a1 Nuclear Stocks: The Missing Piece in Shay\u2019s Portfolio?<br \/>\nFrom Oklo to Constellation Energy, Shay talks through the research process behind his eventual move into nuclear\u2014why it\u2019s essential to the AI economy, and why solar won\u2019t cut it for 24\/7 power.<\/p>\n<p>\ud83d\udcb8 Natural Dye Stocks, Dockers, and 90s Retail Nostalgia<br \/>\nKatie dives into FDA-driven tailwinds for clean food coloring companies, while Shay breaks down why legacy names like Dockers and American Eagle may get scooped up in retail\u2019s M&amp;A wave.<\/p>\n<p>\ud83e\ude99 Crypto Regulation, Meme Coins, and the Missing Use Case<br \/>\nShay admits he&#8217;s still not all-in on crypto. While regulatory momentum builds and meme coins surge, he says there&#8217;s no &#8220;black-and-white&#8221; use case\u2014yet. Katie gives an update on stablecoin bills, Mastercard pilots, and crypto\u2019s mainstream inch forward.<\/p>\n<p>\ud83e\uddca Snowflake Earnings Preview\u2014Muted Quarter Ahead?<br \/>\nShay walks through Snowflake\u2019s rangebound chart and consumption model headwinds. He still believes in the AI-native data stack\u2014but expects macro paralysis to weigh on this print.<\/p>\n<p>Where to find the Daily Rip Live hosts on X and Stocktwits:<br \/>\nShay Boloor &#8211; <a href=\"https:\/\/x.com\/StockSavvyShay\" rel=\"nofollow\">https:\/\/x.com\/StockSavvyShay<\/a><br \/>\nKatie Perry &#8211; <a href=\"https:\/\/stocktwits.com\/StocktwitsKP\" rel=\"nofollow\">https:\/\/stocktwits.com\/StocktwitsKP<\/a><\/p>\n<p>Subscribe to The Daily Rip Newsletter for your end of day market recap: <a href=\"https:\/\/thedailyrip.stocktwits.com\/\" rel=\"nofollow\">https:\/\/thedailyrip.stocktwits.com\/<\/a><\/p>\n<p>Disclaimer: All opinions expressed on this show are solely the opinions of the hosts\u2019 and guests\u2019 and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms &amp; conditions here: <a href=\"https:\/\/stocktwits.com\/about\/legal\/terms\/\" rel=\"nofollow\">https:\/\/stocktwits.com\/about\/legal\/terms\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Welcome to Daily Rip Live with Katie Perry and Shay Boloor! This episode is packed with big macro moves, AI infrastructure breakthroughs, retail collapses, and earnings drama. From Shay\u2019s Cloudflare conviction to Tesla&#8217;s narrative rebound, Target\u2019s identity crisis, and the geopolitical stakes behind AI chips, it\u2019s one of our most wide-ranging conversations yet. Here&#8217;s what we covered:<\/p>\n<p>\ud83d\udce1 Cloudflare Is Becoming the AWS of the Modern Internet<br \/>\nShay explains why Cloudflare\u2019s pivot into Workers AI makes it the gatekeeper of the new digital economy\u2014and why it\u2019s now his top position stock, even ahead of Snowflake.<\/p>\n<p>\ud83d\ude97 Elon Musk Commits to Tesla\u2014And the Market Loves It<br \/>\nAfter pledging to stay on as CEO for 5 more years, Elon sends Tesla stock higher. Shay says this could bring back the Elon premium\u2014and long-term, he&#8217;s still betting on Tesla\u2019s vision of robotaxi dominance and consumer pricing advantage.<\/p>\n<p>\ud83e\udd16 Waymo vs. Tesla: The Real Autonomy Battle<br \/>\nWhile Waymo leads today\u2019s robotaxi space, Shay argues Tesla\u2019s scalable consumer-first approach will win long-term, especially with future UBI-like car ownership models.<\/p>\n<p>\ud83e\udde0 Google\u2019s AI Plan &amp; The Case for Sergey Brin\u2019s Return<br \/>\nKatie and Shay react to Google\u2019s I\/O event. Shay thinks Google is quietly restructuring the internet\u2014and says bringing Sergey back would be a massive narrative unlock. Meanwhile, token usage is up 50x, reinforcing the compute boom narrative.<\/p>\n<p>\ud83d\udecd Target Fumbles Earnings, Tariffs, and Brand Identity<br \/>\nTarget\u2019s Q1 miss sparks a deeper convo on retail strategy. Shay says the company lacks both cost leadership and convenience\u2014and their inability to absorb tariffs shows why they\u2019re losing ground to Walmart and Costco.<\/p>\n<p>\u26a1 Nuclear Stocks: The Missing Piece in Shay\u2019s Portfolio?<br \/>\nFrom Oklo to Constellation Energy, Shay talks through the research process behind his eventual move into nuclear\u2014why it\u2019s essential to the AI economy, and why solar won\u2019t cut it for 24\/7 power.<\/p>\n<p>\ud83d\udcb8 Natural Dye Stocks, Dockers, and 90s Retail Nostalgia<br \/>\nKatie dives into FDA-driven tailwinds for clean food coloring companies, while Shay breaks down why legacy names like Dockers and American Eagle may get scooped up in retail\u2019s M&amp;A wave.<\/p>\n<p>\ud83e\ude99 Crypto Regulation, Meme Coins, and the Missing Use Case<br \/>\nShay admits he&#8217;s still not all-in on crypto. While regulatory momentum builds and meme coins surge, he says there&#8217;s no &#8220;black-and-white&#8221; use case\u2014yet. Katie gives an update on stablecoin bills, Mastercard pilots, and crypto\u2019s mainstream inch forward.<\/p>\n<p>\ud83e\uddca Snowflake Earnings Preview\u2014Muted Quarter Ahead?<br \/>\nShay walks through Snowflake\u2019s rangebound chart and consumption model headwinds. He still believes in the AI-native data stack\u2014but expects macro paralysis to weigh on this print.<\/p>\n<p>Where to find the Daily Rip Live hosts on X and Stocktwits:<br \/>\nShay Boloor &#8211; https:\/\/x.com\/StockSavvyShay<br \/>\nKatie Perry &#8211; https:\/\/stocktwits.com\/StocktwitsKP<\/p>\n<p>Subscribe to The Daily Rip Newsletter for your end of day market recap: https:\/\/thedailyrip.stocktwits.com\/<\/p>\n<p>Disclaimer: All opinions expressed on this show are solely the opinions of the hosts\u2019 and guests\u2019 and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms &amp; conditions here: https:\/\/stocktwits.com\/about\/legal\/terms\/<\/p>\n","protected":false},"author":2,"featured_media":10352,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[347],"tags":[],"class_list":["post-10298","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-youtube"],"_links":{"self":[{"href":"https:\/\/grimreapernetwork.org\/index.php\/wp-json\/wp\/v2\/posts\/10298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/grimreapernetwork.org\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/grimreapernetwork.org\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/grimreapernetwork.org\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/grimreapernetwork.org\/index.php\/wp-json\/wp\/v2\/comments?post=10298"}],"version-history":[{"count":0,"href":"https:\/\/grimreapernetwork.org\/index.php\/wp-json\/wp\/v2\/posts\/10298\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/grimreapernetwork.org\/index.php\/wp-json\/wp\/v2\/media\/10352"}],"wp:attachment":[{"href":"https:\/\/grimreapernetwork.org\/index.php\/wp-json\/wp\/v2\/media?parent=10298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/grimreapernetwork.org\/index.php\/wp-json\/wp\/v2\/categories?post=10298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/grimreapernetwork.org\/index.php\/wp-json\/wp\/v2\/tags?post=10298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}