RIA Weekly

This week, we discuss cloud’s never-ending “early innings,” OpenAI Canvas vs. Gemini, and Dell’s RTO reversal. Plus, is there such a thing as too much optimism? Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=9KcCt6y1Tao) 505 (https://www.youtube.com/watch?v=9KcCt6y1Tao) Runner-up Titles Fastball to the head Not enough AI eggs Toxic Positivity Rundown Cote’s Early Innings Research (https://bsky.app/profile/cote.io/post/3lgse46resc26) S (https://speakerdeck.com/cote/confusing-cloud)lides and stream recording of presenting it at cfgmgmtcamp 2025 (https://speakerdeck.com/cote/confusing-cloud) Cloud Revenue Microsoft Q2 cloud revenue falls short of expectations, sending (https://finance.yahoo.com/news/microsoft-q2-cloud-revenue-falls-short-of-expectations-sending-stock-lower-165353431.html) the (https://finance.yahoo.com/news/microsoft-q2-cloud-revenue-falls-short-of-expectations-sending-stock-lower-165353431.html) stock lower (https://finance.yahoo.com/news/microsoft-q2-cloud-revenu