Peter Thiel: "Do One Thing"

The central takeaway of AutoMarketplace’s presentation was: The AV question is not when the technology arrives — but who controls the licenses when it does. What resonated most was not New York’s technology posture, but its regulatory sequencing. After our presentation, several

Larry Ellison: Focus relentlessly on the most important thing

The WSJ is saying the quiet part out loud Own assets or be left behind forever If you are solely relying on labor and a savings account, money printing and asset inflation will eat into your wealth unlike ever before If there has ever been a time to own assets, it is now

$UBER $LYFT are deep value stocks at this point. Not sure how much cheaper prices can get. Ask yourself a basic question: Do you use either Uber or Lyft today? Let’s say the apps didn’t exist, what would you use or do?

Louis Simpson was able to average a 20% annual gain over the 24yrs he was in charge of GEICO’s $4 billion portfolio. In this Washington Post interview he laid down his investment philosophy

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The Hollow Men American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider. By "Insider," I am not referring to a specific title. I am referring to the entire

Miami Dispatch & Intro 94: NYC Robotaxis Are Coming. The Real Fight Is Licensing. While AVs have arrived in Miami and other markets, in New York the battle will be over who captures AV licensing rights. City Council's Intro 94 is a good start, but needs to incorporate TLC plates

Driverless Cars Delayed in New York (For Now), Focus on AV Licensing Must Remain New York taxi and for-hire drivers may have won a tactical delay, but the long-term fight is still about who controls the licenses when autonomous vehicles arrive automarketplace.com/newsletter

And who would reject the faith of Abraham except a fool! We certainly chose him in this life, and in the Hereafter he will surely be among the righteous. When his Lord ordered him, “Submit to My Will,” he responded, “I submit to the Lord of all worlds.” This was the advice of

You cannot be arrogant about righteousness or what is owed to you because of the deeds of your ancestors. Your inheritance is a head start, not a guarantee

The importance of these pieces are that they make ppl truly think, come up with counterpoints, game out scenarios. Imho there is a small probability the future looks so bleak. However, you cannot ignore the fact that so many people are reacting. Very important research, thoughts

If you told AI to make a marketplace comparison app (demand) to maximize for cheapest price, the prompt the marketplace creator side (supply) is asking it so maximize the profit they can make which doesn’t necessarily mean cheapest price only (eg time, quality). The assumption

When building costs drop 90% but distribution costs stay flat, you get a gold rush where everyone digs and nobody sells. That’s what this chart actually shows. New websites up 40%. iOS apps up 50%. GitHub pushes up 35%. Everyone read “barrier to building disappeared” and heard

we're making Block smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are