This is one of the most underrated papers from the last few months. TL;DR: MIT scientists engineered bacteria that can be seen from hundreds of feet away, using drones or satellites, with hyperspectral cameras. Here is how they did it. > First, they filtered through a database

What Keith Rabois calls barrels, Slootman calls drivers. Critical to hire as many of this archetype as possible.

Polled 8K people around the world "Which is the best iPhone color" A separate group of people predicted and bet that the winner would be Orange. Blue won. Bettors who bet on Blue got a 5x return in <24hrs DM for beta access to TBD

Panel 1: Turning to AI. w/ Ben Hunt , Dave Nadig, Jack Kokko, and Michael Cox.

What a chart.

Why we partnered with Simplify Asset Management and the rockstar PM Paisley Nardini, CFA, CAIA Real world return without the contortion of swapping X for Y to Z on Solana Just USDC —> T12

The tiny Caribbean island of Anguilla now derives almost half of its state budget from the sale of .ai domain names.

Here it is... John Tesh's 'Roundball Rock' to tip off the return of the 'NBA on NBC' and the 2025-26 NBA season. Mike Tirico has the Rockets-Thunder call for NBC. 🏀 📺 🎙️ 🎶 #NBA #NBC #NBAonNBC

$JPM consumer banking CFO on US consumer: 'very resilient'. Q3 acceleration continues into Q4, including in discretionary. Not seeing divergence across incomes in contrast to McDonalds dour comments on low end. Cash buffers, delinquencies both favorable. $XLF $XLY $MCD

This is how we always hire: find amazing people and then build a job for them. By definition, amazing people will be rare. So if you think of it as a search problem, this is the fastest way to create high talent density.

Listen. I am not smart. 99% of my ideas are bad ones. But my stand out trait is my optimism. I'm a believer. When all of my companies were at their darkest hour, I always believed we would make it out. But that's attitude. And I have three things I do which help a lot: 1. I

So after all these hours talking about AI, in these last five minutes I am going to talk about: Horses. Engines, steam engines, were invented in 1700. And what followed was 200 years of steady improvement, with engines getting 20% better a decade. For the first 120 years of

It’s that day when I make you all look at this

Hire out of pain. Don't hire because you think you'll need someone soon or maybe sometime later. Wait until you or your team are actually hurting: working weekends, missing family dinners, dropping balls. That pain is the signal that the role is real. I learned this the hard way

Talk Your Book: Structured Notes in an ETF🎙️ Ben Carlson and Michael Batnick are joined by Jeff Schwarte of Simplify Asset Management ETFs to discuss: barrier options, how structured products work in an ETF, creating regular income and how equity income funds can fit into a

I'd rather own the S&P 500 index than the bottom 85%-90% of VCs. Even though top quartile performance looks solid, it's mostly unrealized, duration is long, illiquidity is high - the juice isn't usually worth the squeeze.

Convinced that this winter storm forecast was manufactured by Big Ag (and Big Toilet Paper) to sell more stuff.

The world will reward you in proportion to your courage, not your intellect.

A few thoughts about PayPal, nearly 12 years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe, who gave me

In capital rotations, industry-leading companies are not spared. In 2006-2009, example peak to trough declines: - Amazon (-61%) - eBay (-78%) - Apple (-61%) - Salesforce (-71%) - VMWare (-88%) - EMC (-65%) - etc... Therein lies the opportunity with hard capital rotations.