Pre-IPO tech secondaries just went up 50% at least…

Headed higher

Feel like Tesla should just become the world’s largest-scale autonomous contract manufacturer - leveraging AI and robotics as far as possible Elon Musk

Disney and similar IP holders are going to make massive amounts of money as AI enables things like 1 to 1 personalized versions of classic movies that put your kid in there as a main character And other simialr things

Idea… A unified credit card that upon swipe determines which account to route it to to maximize rewards for that specific swipe Biz model around new account lead gen (and maybe very small swipe fee) cc Sheel Mohnot

Everyone likes to pick singular components to make whatever point they want to make For example this fails to factor in that the rolling back of Ev requirements is saving these same automakers billions and helping them better meet actual demand

This GPT-5 model does not work very well, especially the whole routing thing, it doesn’t feel very smart in general Pair that with some of the fumbles on data on the presentation Feels rushed and messy

Jaxson Dart at the half: 12/19 154 yards 1 TD Nice start for the rookie QB.

Everything is still a matter of what are the future cash flows worth There’s just a wider variance in the inputs and assumptions these days Companies can grow a lot faster than ever before so what would otherwise seem wildly highly-valued can quickly become cheap

We are the midst of a re-industrialization of America - vertically integrating the components that matter most - love to see it 👏🚀🇺🇸

If you believe AI will suddenly replace purpose built SaaS, how do rationalize the fact that many orgs are still using business software that was built in the 90’s, even while many “better” options exist

Not a great recipe - massively commoditized production, suppressed labor, margin supression, no domestic demand - rest of the world benefits from cheap inputs

The year is 2035, all private companies trade freely through tokenized assets They hold quarterly press read conferences to go over results and visions, directly on their social channels - controlling the message Companies and employees trade stock without friction

Dart has what Daniel Jones always lacked…the swagger of a champion