Specialist Sales 17 August 2026 J P M O R G A N JPM TECH SKETCH: Attention Is All You Need* (in Internet), LLM Labs Ramping Revenue, Waymo Expanding in CA (re: UBER), DIS+ FAST Coming? Mark Schilsky | mark.schilsky@jpmorgan.com | +1 (212) 622-2668 SCHILSKY'S SNAPSHOT - Attention Is All You Need* (to Outperform in Internet): In the wake of RDDT's print I wrote: "Internet investors have always and will always pay premiums for volume-driven stories – and put discounts on price-driven stories." This adage (a ne ...