Google universe vs OpenAI universe

It pays more in life + markets to be an optimist vs. a pessimist and cynic. More money and opportunity has been lost worrying about worst case scenarios vs. best case scenarios… the worst possible outcome is rarely as bad as it seems.

One of my favorite quotes ever, “I’ve never met a successful pessimist” - Bill O’Neil. Another favorite I’ve heard is, a lot of people focus on what can go wrong but not a lot of people focus on what can go right. Always believe you can do great things. A positive mindset is

Nvidia or Google - you have to call it

Last part: chart to initiate the idea and then go find the story. It took several minutes for Stan to come to this point. Which is "the" way most technical savvy fund managers trade/invest. But they need to be able to show their clients "some" fundamental narrative or else

“We’re right 50.75 percent of the time . . . but we’re 100 percent right 50.75 percent of the time. You can make billions that way.” - John Mercer co-CEO of Renaissance Technologies, the hedge fund founded by Jim Simons

Jensen Huang on Joe Rogan is like a Taylor Swift concert for people who know what a GPU is

This is explains my interpretation of Stan Druckenmiller's Stan Druckenmiller philosophy on rate of change charts. From Google Gemini.

ChatGPT reportedly has 810 Million Monthly Active Users according to Sensor Tower data via Tech Crunch Microsoft 365 Copilot reportedly has 212 Million Monthly Active Users Google Gemini reportedly has 346 Million Monthly Active Users Perplexity reportedly has 45 Million

Python. Grok. Steamlit. Norgate. Ohio State. Go Bucks 🌰 ⭕️

BESSENT: “The Fed is turning into universal basic income for PhD economists. I don't know what they do. They're never right … If air traffic controllers did this, no one would get in an airplane.” 🤣

Cathie Wood A major additional factor should be considered. Satellites with localized AI compute, where just the results are beamed back from low-latency, sun-synchronous orbit, will be the lowest cost way to generate AI bitstreams in <3 years. And by far the fastest way to scale within 4

"We don't start with models. We start with data. We don't have any preconceived notions. We look for things that can be replicated thousands of times". It's all mathematics, essentially mathematics".  - Jim Simons

EU makes more from fines on US tech, than tax from ALL of public European tech in 2024 EU fined US tech companies €3.8B meanwhile public internet tech companies paid only €3.2B in income tax

Larry Page: Even if you fail at your ambitious thing, it's very hard to fail completely. That's the thing that people don't get.

Grok 4.20 is coming in ~3 weeks and then Grok 5 in a few months

ShipOS has turned 1,850 production days into 75 days of work for one supplier, eliminated 2,500 planning days at another, and turned a 200 hour process into 12 seconds — all while improving quality by 50%. This is how we make our shipbuilders dominant, get taxpayers more bang