Random Walk

Random Walk

Volatility begets volatility, and other sundries

Some charts on vol, Waymo, Poppi, and the continued rise of AI search

Moses Sternstein's avatar
Moses Sternstein
Mar 21, 2025
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  • Vol begets vol (and the analysts get it wrong, a lot)

  • waymo is the safest

  • poppi does the pre-IPO thing where it make sales go weee

  • AI is generating even more search leads than before

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