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Monday's Daily Auction Picks and AI is Super Unprofitable
It’s hard not to talk about Iran when you talk about the economy. Iran has been the enemy of the US my entire life. In 1980, the song Bomb Iran was a top 10 hit. They kidnapped Americans. Can you imagine if they took our embassy workers hostage now? What you’re seeing today is small in comparison. They’re greatly outmatched. China and Russia are not going to help them. Fifteen percent of the people in Israel are Russian, and Putin has already said there are too many Russians in Israel to help Iran—he’s staying out of it. Iran said they’ll shut off the shipping strait, which would crush China’s trade, and China is not going to be happy.
So while these types of world tensions aren’t nothing, I’m a buyer here on all major dips. This will not affect commerce in the US. The tariffs are a much bigger deal than Iran when it comes to the economy. The other problematic thing is Bitcoin. It folds like a scared teenager every time there’s an issue—even more than the stock market. It was supposed to act like gold, but it doesn’t. Other than the non-inflationary case, it’s not what I hoped it would be. I see much better returns in the stock market, and gold seems to have secured the role as the go-to asset for flight to safety.
They usually say “sell in May and go away,” but this spring and summer have been the opposite. Domain sales have been great too. I hope we overcome these Iran and tariff issues and start to fly.
No Links but Interesting Take Away
I recently read this article, which showed the cost to produce the results in AI is much more than users are paying for the results. The input token is the price we’re paying and the output is what it actually costs to get the output. The costs are eaten by the LLMs to gain market share. The model is unsustainable, but we assume they are hoping the costs come way down to make it a profitable model. The founders of Open AI have said they will need to get to $100B in annual revenue to break even and currently are at $5B. Which getting to $5B was already a record for fastest to that amount of ARR. We used to think Amazon was crazy for running so unprofitably for so long, and it turned profitable at $5B back in 2003. Investors are assuming the results will be the same.

Quote of the Day: “Iran has always been a country with a rich culture and a proud people, but its government has chosen a path of confrontation.“ –Barack Obama
Domain of the DaySunergy.com We loved this one on Sherpa. Will push $10K IMO
Please Note: The list below contains affiliate links and/or names that have been posted for a fee. It is how we pay for our time since it is a free site. More details at bottom of page. Can go to any of the auctions by adding the names at the end like this one

Godaddy Domains with Bids
UltraFinance.com The number one name on the GD board if sorted by bids. Cultra Finance is available
Protected.org Exudes safe and secure
GrandCanyonTours.com Great lead gen name. So many operations offering this
Godaddy Names with 1 or NO Bids
Other GoDaddy Names With More Than One Bid

TheKnob.com Sounds like a golf course or a restaurant
Bitz.com Already at $5500. Bitcoin
BuyTuna.com Tuna is probably the most purchased fish in the world right? I looked it up, it is
BoostCode.com Basically what AI does

Magiq.com The IQ ending has it over $10K
NoGuilt.com Great marketing name for a healthy or no sugar product
PRPR.com Big favorite on DomainSherpa. Press Release Public Relations
LogoDesigner.com Another great name. You think AI would end this but actually it makes it even easier

Eliminator.io Reserve met and going to a new home
Curing.ai A gerund but AI will certainly be a part of curing disease
Lerp.ai Fun name. Should go cheap if reserve isn’t crazy

RMX.com Solid 3L and reserve is spot on
BXTP.com Reserve met at $150
Adventure.de Germans like adventure too right?

Nawa.co Not sure if CVCV dot co do well but they have to be at least a certain percentage of of dot com
Reca.co Answering my question here. Another getting some good bids
Fit.agency Clothing or fitness . No bids
Bot.builders perfect partnering of SLD and TLD