Watching Stephen Miller right now is like watching Jordan in his prime. Elite athlete.

The genius of Warren Buffett is really in taking complicated financial topics filled with jargon and laying it out in very simple terms Easily one of my favorite clips from him. The best to ever do it, what a track record

Ken Griffin: "When I was most involved in stock selection, it was just a very different world. It was phenomenally less competitive than what it is today" "Everything I know about picking stocks from the 90s is not that relevant today"

FTX was pulling in $388m/yr in net income and invested in the seed rounds of both Anthropic and Cursor. If SBF hadn’t comingled funds (aka committed fraud) or had gotten away with it, the returns would have been legendary.

Bluesky honestly feels like a miracle where you take the most annoying people in the world and stick them in a broken elevator together.

Re MFN/Medicaid, hearing that this particular proposal will face strong opposition from House Republicans (government price controls represent the importation of socialized medicine/drug rationing). But having ex US countries free ride is also not going to fly so the industry

Traveling for work.

Quite possibly the worst investment advice of all time

I have not heard a single coherent or compelling argument for why we should totally destroy America's scientific skill and funding

Many people won’t want to hear this, but agree or disagree on policy, this FDA is already a lot better public communicators than the previous FDA.

Juice WRLD - Ozzy Osbourne (Unreleased) youtu.be/-F-wxt4pyjY?si… via YouTube

Cursor: "I've absolutely fucked your shit up beyond repair. Let me know which way I should proceed"

Best Friend V1 > The Fall Off Boy Version

I have a VC friend and a hedge fund friend who shadowed each other at their respective firms: attended IC meetings, diligence sessions, & team meetings. The VC left awed and impressed at how well run the hedge fund was. In his words, "these guys go to a level of detail &

As someone who did this for 3 years + helped raise $600M fund for it, I am incredibly bearish. At face value, the thesis of AI + existing company = multiple and profit margin expansion sounds genius to every VC investor. However, ask any veteran PE investor about operational

This is a major story from #ASCO25. Randomized phase 3 trial of time of day of immunotherapy infusion. Randomized to infusion before or after 3pm. Early infusion far superior: PFS 11.3 vs 5.7 HR 0.42, OS HR 0.45! Impactful, pragmatic, not costly. This should be a bigger story.

There's more personal due diligence involved in a short-term NYC rental than raising a Valley A round or even selling to a public company. This is so completely ludicrous.

When you think back of your younger self choosing Biotech Investing over Tech

she’s so hot