What will pent up consumer demand look like post-Covid? 1 country can give investors some clues: Australia. Here’s some eye-popping data on how demand for travel/restaurants spiked since Australia reopened 3 months ago...👇👇👇

Definitely may be. But the speed at which msft caught up, years after Google acquired Deepmind, is notable. I think the ultimate financial returns of an investment in Open AI, vs how Google built their AI, will be better for MSFT shareholders. But I am not at all negative on

The Fed may or may not realize it but it has created a two-tier banking system: 1. Tier 1: Systemically Important Banks. These are the "too big to fail" biggest banks. If you have money there, it's a true deposit. You can't lose it. 2. Tier 2: Everyone Else. If you have money

I'm always proud to be married to Bar (and often just can't believe I got her! this treasure!). But lately that pride overflows:

A sign of wisdom is thinking in probabilities rather than certainties. Naïve people are arrogant. They claim to know what will definitely happen, and believe they're always right. Wise people are humble. They explore what might happen, and admit they're often wrong.

Congrats to the Ramp team on their five year anniversary. Eric Glyman and Karim Atiyeh have killed it - Ramp is one of the fastest growing startups in recent history with the best engineering team. Thanks for bringing us along for the ride. 🙏🏼🙏🏼

Mechazilla has caught the Super Heavy booster!

From seed to Super Bowl in under 5 years from launch. Karim Atiyeh and Eric Glyman have built an amazing company. World class leaders and people. Excited to have Saquon Barkley join as an investor. Congrats Ramp x.com/tryramp/status… [x.com]

The country is 100% behind the president on fixing a global system of tariffs that has disadvantaged the country. But, business is a confidence game and confidence depends on trust. President Donald J. Trump has elevated the tariff issue to the most important geopolitical

ramp.com/blog/ramp-june… Congrats to Karim Atiyeh, eric, and the Ramp team.

We have some news

The best way I know to become a generalist is being a serial specialist. I know 9-10 sectors very well and I learned them one by one. Stack knowledge. Hire people to cover the things you know best and learn something new yourself. Generalists are usually value investors.