DHUnplugged #657: Fatigue

Tipping - where we stand on the issue.

Oil prices plummeting - sign of the impending recession?

Tipping and other interesting "fatigues" are starting to set in.

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Warm Up

- PGA Tour partners with LIV

- Back from Bahamas - the water is clear and the sand is soft white

- AI still  the rage!

- Zuck sneers at Apple

- Epstein - JP Morgan Update

- Tipping Fatigue

Market Update

- Markets Climbing the Wall of Worry

- Beer Wars - Taking Share back from Craft Brewers

- Rolling Recessions - Eurozone enters official recession

- BOA Moynihan has some comments...

- Seems like some Fatigue is approaching - too far, too fast

Zuck on Apple VR Headset

- Zuck points out that every Apple Vision Pro VR demo 'was a person sitting on a couch by themself'

- He explains, "our vision for the metaverse and presence is fundamentally social. It’s about people interacting in new ways and feeling closer in new ways. Our device is also about being active and doing things.

- "By contrast, every demo that they showed was a person sitting on a couch by themself. I mean, that could be the vision of the future of computing, but like, it’s not the one that I want."

LARRRRY!

- Lary Ellison - Oracle

- Good earnings report - plenty of orders coming in....

- The Oracle founder has surpassed Bill Gates to rank fourth on the Bloomberg Billionaires Index as shares of the software firm have climbed 42% this year.

Golf

- PGA and LIV merging

- A great deal of unrest about this

- PGA trying to figure out ways to help those that stuck it out and maybe penalize LIV players

- PGA said they could not afford to keep battling Saudi Arabia

- All pending litigation has been cancelled.

- One player Rory Mcilroy is really not happy about it and very vocal

Golf - US Open

- Los Angeles Country Club

- 290 Yard Par 3?

Beer - I Like Beer

- Anheuser-Busch InBev and Molson Coors Beverage are set to gain market share from craft beer makers in the United States this year as cost-conscious consumers are opting for cheaper six-packs, according to analysts and industry experts.

- Analysts polled by Refinitiv expect annual revenue to grow about 6% for Molson Coors and 7.5% for AB InBev in 2023, while craft beer maker Boston Beer Co is expected to post a near 3% fall in revenue, compared with last year's 1.6% rise.

- "Most cost-conscious consumers are still buying the same volume of beer, but in the less expensive category of beer,"

  Beer Beer

AI Time

- Big worries about FAKE AI generated content ahead of the 2024 election

- Lots of fake media already

- Campbell's Soup is talking up that they have embraced AI

--- (We talked about when these off-beat names start to Tech-Wash that would be clue that surge could be over)

- The 154-year-old Campbell Soup Co. is embracing Silicon Valley-inspired artificial intelligence (AI) technology to ensure its success in food and beverage innovation continues. The company is doing this by tracking and curating billions of data points to find inspiration and leverage agile design methodology to accelerate the development of new products that resonate with consumers.

- “We leverage artificial intelligence to track and analyze these data points and it has become the main driver for the increase in number of products in our pipeline.”

Recession ? Various Eco Reports

- The euro zone has slipped into recession and Chinese data has disappointed, warning signs for world markets relieved that the March banking turmoil has not led to a full on credit-crunch and a U.S. debt ceiling crisis has been averted.

- Goldman Sachs lowered its odds of a U.S.