Phone calls suck. So, we bought a giant telephone car, raised $65,000,000, and now we're fixing them with AI. 🧵

The fastest way to lose a good man isn't cheating but..

Here is what a tax like this does: 1) It excites people with zero agency and infinite envy. Beware of these people. 2) It will keep middle class people firmly in the middle class with no real chance of getting wealthy if they stay in Washington State. It should be clear that

If you read one thing on private credit today, make it Sixth Street's investor letter. The highlights: “Crises don’t happen because of credit issues, they happen because of liquidity issues. "If you believe in efficient markets, public BDCs trading at significant discounts

🚨 LMFAO! New York Gov. Kathy Hochul is being mocked nationwide after she BEGGED people to move back from Florida 4 years ago, she was GLOATING, saying Republicans should "jump on a bus and head down to Florida" Mamdani will make the problem EVEN WORSE!

I now understand why Chase Johnston doesn’t bother with 2-pointers 😭

Bought a three things from $AMZN yesterday. All were delivered today but by three different trucks. That’s been happening a lot recently. Can’t be good for margins!! Clearly AI isn’t driving efficiencies yet…

Something doesn’t feel right

🌮 TACO Tuesday 🌮

I parsed every holding. Built the cross-fund map. Traced the pension money across five continents. 10,210 holdings. 4,024 companies. 1,020 on PIK. 192 shared between two funds alone. The full analysis — contagion map, scenarios, trades, catalysts: open.substack.com/pub/eventhoriz…

I think about this all the time…

Putting half your clients assets in private equity and credit is not irresponsible, but saying that’s bad is. -Richard Rock CIO $12.5b RIA (TA Associates portco)

Palantir CTO Shyam Sankar in 2024: “For $10 billion, Elon Musk put 300 rockets in orbit.” “For $11 billion the state of California has built 1600ft of elevated rail, with no rail.”

Kirk Cousins agent

Incredible newspaper headline from December 2000 Realize that we are still this early in the AI timeline Most people outside of this platform don’t even know that Claude or Codex exists Maybe another decade to go before full adoption across the entire economy

This 1 hour Stanford lecture on "Sports betting math" by founder of $160M sports platform, reveal the math used by betting platforms to print millions on sports. Bookmark this & give it 1 hour today, no matter what. It’s the most productive start you can give your week. Then

Whenever the stock market reacts in a way that does not make sense, I come back and read this

$IREN is sitting right in the blast zone of one of the most powerful trends in tech right now. ONLY AI CLOUD COMPANY WITH BIGGEST AI DATACENTER Ready TO MAKE MONEY IN 2026. Chamath just laid it out on the latest All-In Pod 👇 clip : we are deep in an AI compute shortage. This

Quantum ETF $QTUM top holdings. Notice anything missing… 🤣