companies · creators · receipts
Descriptive creator-sentiment only. Review-pending. Not investment advice.
Creator moments across 110 tracked companies. Quote-backed, audited, review-pending. Timestamp links where transcript offsets exist. Not market-wide coverage.
rule72 tracks a hand-curated universe of 110 companies — the companies it understands today, built from attributed creator evidence. This is not market-wide coverage. 84 of them carry grounded creator evidence in the current dataset.
Beyond it, 98 more companies surface in creator transcripts but aren’t tracked yet — what rule72 may understand next. Discovery is not coverage: a candidate becomes tracked only after an operator-gated review. See discovered candidates →
8 clips · Monetary Matters · posture / timestamp refine this page (8 of 15)
Watch video ↗No timestamp available in this export.if these glasses these Meta glasses are a flop I have some severe concerns about about Meta like what how are they how are they going to make money... I don't it's not you or I but a lot of people use Meta for their businesses... I remember when Facebook IPOed um did it even have
— Monetary Matters
I think Google's probably the best positioned if only because so much of their silicon is their own. Don't know if it's as good, but anyway.
— Monetary Matters, at 47:23
Watch video ↗No timestamp available in this export.you look at Adobe for example. I mean there's really real concerns around their disruption. It hasn't really showed up in the numbers yet. There's quarter after quarter they're still growing topline bottom line announcing big share purchases. They have an AI tool that shows reall
— Monetary Matters
Watch video ↗No timestamp available in this export.it you know it it appears kind of moderately valued here at um at at four it's at still four times sales right um I could I could get pretty comfortable around you know my sort of base case that you they do get disrupted by cheap or cheaper or free versions of um you know video v
— Monetary Matters
Watch video ↗No timestamp available in this export.Microsoft earnings and revenue came in strong above expectations. The stock is uh actually selling off... Azure cloud growth uh was only, can you believe this
— Monetary Matters
Watch video ↗No timestamp available in this export.Google has adapted right you've seen anytime anybody searches something Google they see the AI powered search answer... but that if you're an advertiser that maybe that was part of your keyword well all of a sudden that reduces clickthrough rates because people as soon as they se
— Monetary Matters
Watch video ↗No timestamp available in this export.Google is a company that's still so dependent advertising. You got to wonder how a company with so many smart bright people and it has never been able to go beyond the search box in terms of actually delivering value... alphabet is really six dwarves and one giant... I think a lo
— Monetary Matters
Watch video ↗No timestamp available in this export.Microsoft I've owned since 2014. it's still intact fully in my portfolio partly because the plausible pathway I think is more reachable for Microsoft. So with Microsoft too I wouldn't buy at today's price but I don't need as much to happen to justify leaving in my portfolio.
— Monetary Matters
