This is a good analogy about the future and worth reading.

I just found out that the White House has a new Media Bias Portal. People can view fake news stories in the Hall of Shame 😂 It is a record of the media’s false and misleading stories flagged by the White House. It highlights the reporter and outlet. whitehouse.gov/mediabias/

Memory stocks continue to impress me. I would have never guessed that SanDisk would 10x in one year. Spinning off the Hard Disk Drive (HDD) and Flash storage businesses worked out for investors. $STX $WDC $SNDK $MU

I'm a big fan of Atlassian. I know how mission critical all of its core products are for businesses and developers. I've used Loom, Trello, Jira and Confluence. Atlassian's buy & build strategy has worked. It's unfortunate the stock price wont reflect these asset values over the

We need to simplify the tax code in America.

What are your thoughts on the upcoming IPO market? I think Discord will be interesting to watch. It is a misunderstood niche within the streaming universe. $DSCD

This will be a massive windfall IPO. It'll be overlooked by most because it is an enterprise product. But Amazon and Google's stakes are meaningful here. Plus Opus runs on TPUs. $GOOG $AMZN $MSFT

I think this is the right way to look at Netflix. Initially from 2008 to 2016, it was difficult for me to understand their pricing model. I couldn't see how Netflix would become profitable. They were spending billions on original content and nothing hit until 2013. Even then I

I don't think there is a single major newspaper that will cover the drop in inflation. Each American household has saved +$2k in the last twelve months alone. This is a combination of the decline in the price oil, eggs and other commodities. Now it took 2 years but A.I. is

This is a good breakdown on the economics of Affirm vs Klarna, PayPal, & Block. It is easy to bucket all of these business as 'fintech' but each stock is unique in their own way. $AFRM $KLAR $PYPL $SQ

Duolingo will be one of the major casualties here. It is a great company, with a great product and team. But even with a growing user base, Duolingo is facing real headwinds against A.I. apps. It's hard to see a path back to +$200 per share. $DUOL

This is another meaningful IPO for crypto. BitGo will custody crypto assets for institutional investors. There are multiple real-world use cases, from prime, custody and staking that will make crypto mainstream. $BTGO

I'm betting on artificial general intelligence. I think it's cool everybody is building new applications but I'm focused on the infrastructure layer. I don't see how many app companies will be able to differentiate as API wrappers. They will make money but only from people who

This is awesome. Coinbase is auctioning off this beautiful car on Cars & Bids. It must be paid for via USDC. In fact, Cars & Bids has a full video on their partnership with Coinbase: carsandbids.com/usdc $COIN $USDC

Working on something cool. Finally started getting the chatbar to work with semantic search and vector embeddings. Investors can type in ideas for related content.

Jack Ma: "Computers may be clever, but human beings are much smarter" Elon Musk: "Yeah, definitely not" 😂😂 This clip is from their August 2019 interview in Shanghai at the World A.I. Conference. You can see why Jack is no longer CEO of Alibaba lol $BABA $TSLA

This is an exceptional read if you buy, build or invest in software. I recommend reading the software layer section and how interfaces are changing. Vertical software already works so different if you build apps with LLMs today. $VEEV $FDS $MSFT $SPGI

This is a great chart and an excellent reminder of what Jeff Bezos experienced in 1994. This is the one-chart opportunity you need to pay attention to. Jeff Bezos' decision to start Amazon was famously triggered by a single statistic he encountered in 1994: web usage was growing

Nvidia's data center revenue growth is unbelievable. It is enterprise-facing, with long development cycles. The demand is literally off the chart. At 91% of total revenue, Nvidia's data center revenue makes $5.8 billion in other segments look like a rounding error. Amazing $NVDA