UAE understands the assignment! They’ve figured out how to recruit MORE millionaires than even the USA and Italy

Annualized ad revenue by platform: • Google search: $215B • Meta: $186B • Amazon: $63B • YouTube: $40B • Bing: $14B • Snap: $5.5B • Pinterest: $4B • Uber: $1.5B • Doordash: $1B • Instacart: $1B

What's the next big distribution platform? Brian Balfour predicts it'll be ChatGPT. Every new distribution channel follows the same four-step cycle: 1. Fierce competition (ChatGPT vs. Claude vs. Gemini) 2. Finding the moat (ChatGPT found it—memory and context) 3. Opening a

"In traditional software development, you’d plan for v1, v2, v3 of the new product based on feature depth or user needs. With AI systems, the lens shifts. Each version is instead defined by how much agency the system has and how much control you’re willing to give up. Start

Clever stock tickers that double as a pitch: $RACE: Ferrari $CRM: Salesforce $WOOF: Petco $EAT: Brinker (Chili’s / Maggiano’s) $HOG: Harley-Davidson $DNA: Ginkgo Bioworks Any others?

The discourse that Sundar rose to CEO of Google because he’s “low ego” disappoints me. He was also incredibly good at his job and saved Google’s business 3x times. – Google Toolbar in 04-06 saved Google by recapturing search volume from IE – Launched Chrome in 08 and made it

1. Stocks: all-time high 2. Home Prices: all-time high 3. Bitcoin: all-time high 4. Gold: all-time high 5. Money Supply: all-time high 6. National Debt: all-time high 7. CPI Inflation: 4% per year since Jan 2020, 2x the Fed's "target" 8. Fed: cutting interest rates next month

Crazy stat from Instacart that highlights the moat these ZIRP-era companies have: “It took us 100 million orders before we were able to get to positive unit economics” Nobody is going fund a new competitor. The battle will be won by the current players on the field

Apple’s new three-year iPhone roadmap is a slim Air phone (2025), Foldable device (2026), All-Glass 20th Anniversary model (2027). They should scrap those and just make the iPhone Chunk: huge battery life, indestructible and no camera bump.

NVIDA chips are manufactured by TSMC, a Taiwanese company. They're created using EUV lithography machines manufactured by ASML, a Dutch company. These machines consist of >50% of German parts (by value), in particular ZEISS optics.

✈️ London → Hong Kong tonight in the A350, one of the world’s most fascinating long-haul routes. We’ll arc east over Europe, cut across the vastness of Asia, and descend tomorrow morning into Hong Kong’s Chek Lap Kok International Airport. Hong Kong used to mean something very

> OpenAI image generation cost: $0.19 🤡 > Google image generation cost: $0.039 literally 95% cheaper nano-banana supremacy Sam Altman 🍌

Somehow Google went from being perceived as an AI loser a year or two ago to releasing the most exciting AI products in 2025 - Veo 3, Genie 3, and now 🍌. Remarkable.

"Call me factory director Lei" - Lei Jun, Founder, Xiaomi. "After the SU7 became one of the best-selling cars in China’s cut-throat auto market, the recently unveiled YU7 sport utility vehicle, designed to rival Tesla’s Model Y, received 200,000 pre-orders in just three

When I was younger, I remember making and swapping mixtapes and CDs for friends. The people around me are how I found so much great new music. And while it’s been a minute since I last made a mixtape 😂 I’ve never stopped sharing music with the people I care about. That sharing

If you think your app needs more polish, always remember Google shipped Maps without Europe.

Two direct customers of Nvidia were responsible for 44.4% of the total Q2's revenue of the Data Center. Read that again: HALF of Nvidia's Data Center revenue in Q2 comes from just TWO customers.

Nvidia $NVDA said sales to just one customer represented 23% of its total $46.7 Billion of revenue from the quarter Someone spent $10.75 Billion with Nvidia during the quarter 🤯

CEO of a $3.8 trillion dollar company is posting like a course seller to promote his company. It's 2025. Nothing is cringe. No one is judging you. Just ship the tweet.

Sales of Tesla cars in Europe plunged in July, in the company’s seventh consecutive month of declines, while Chinese rival BYD saw a monthly surge, data released on Thursday showed. Click here to read more: cnb.cx/3VmZxdf