Locator: 50283PALANTIR.
My hunch: Anthropic will fight this.
Locator: 50282AAPL.
The overwhelming majority of Apple's AI app commission revenue came courtesy of ChatGPT downloads leading to subsequent subscriptions, which alone accounted for around 75 percent of the above total. Elon Musk's Grok app came a distant second, making up just 5 percent of the revenue.Imagine the potential.
Apple is now said to be on course to earn $1 billion in generative app revenue this year. Given how behind the company is in the AI race, highlighted by the sluggish progress of its enhanced Siri rollout, it's a tidy sum indeed.
Of course, the reason Apple benefits from the popularity of AI apps built by other companies is that the iPhone remains the smartphone market leader. Most AI apps still have to go through its App Store, where Apple takes a commission of up to 30 percent on subscriptions.
Locator: 50281LDCS.
LDCs are tracked here.
Map:
Locator: 50280EPICFURY.
Excursion EPIC FURY is tracked here.
At some point, something has "to give." Otherwise, this looks like it ends with a "Korean Truce" with the Arabs united on one side and the Persians united on the other side. Some suggest the strait becomes Trump Lake, Kharg Island becomes Trump Island, and diplomacy proceeds from there.
This is day 22.
In the past twenty-two days there have been several epic 24-hour periods.
Day 1.
Day 8.
Day 18.
Day 21.
The next epic event: the US Marines make their presence known.