Ever wonder why sedans disappeared and every car is huge now? "Thanks, Obama!" His administration changed fuel economy standards in a way that had the perverse impact of making cars even bigger. Here are all the vehicles for sale by the 3 largest US automakers. 62 vehicles,

Let me get this straight:  The company will side with petulant, unreasonable, angry, demanding customers instead of with me, its loyal employee? And this is meant to lead to better customer service? Everyone says “put customers first.”  They pay the bills, they’re who the

GPT5 has got serious problems / blindspots making it unusable in certain areas! In translating medical papers from english to german and following clear prompt instructions it completely failed while Gemini 2.5 pro did it all well. Maybe bc of the memory-function interfering?

great prompt if you use GPT with memory: write down all you have stored in memory about me

We have three cool announcements today: (1) OpenAI is launching commerce in ChatGPT. Their new Instant Checkout is powered by Stripe. (2) We're releasing the Agentic Commerce Protocol, codeveloped by Stripe and OpenAI. (3) Stripe is launching an API for agentic payments,

Everyone always asks: “What multiple is my business worth?” The way buyers think is different. They work backwards from the internal rate of return (IRR) they need to hit. For small private companies, that’s usually around 30% gross IRR, which ends up closer to 24–26% net to

IMPORTANT PLEASE SHARE AND REPOST! This is why I continually post about quantum stocks like IONQ. This interview with $IONQ CEO Niccolo De Masi (recording below) set me off - talking entirely to an X spaces retail crowd. He stated that the valuation should be at least that of

DeepSeek-OCR on doctor's hand written note!

Dan Sundheim is one of the smartest stock pickers in the public markets. He joins Daniel Gross and me on Cheeky Pint to discuss their way of analysing businesses, how he makes 95% of the decisions on their $25 billion AUM, waking up at 3am, his career advice for new investors,

This isn't getting any media coverage in the west but it's a big deal - 60% of sellers on Amazon-US are Chinese based and the Chinese government is starting to crack down on under-declared earnings. This means the cost structure is effectively changing for the worse for 60% of

I’ve been using Nessie as my 2nd brain - it’s amazing how useful it is to have a contextual project around all the specific topics I care about, and that I can basically draw on all the past ideas and conversations in that space previously. It’s the closest thing to Vannevar

Key takeaways from 3Q'25 earnings in digital advertising: $META continues to gain market share every quarter. For the first time, $GOOGL advertising market share was below 50%. From 3Q’21 to 3Q’25, Meta and $AMZN gained ~300 bps and ~400 bps market share, largely at the

There are few as qualified as Zico Kolter to teach a modern AI course. He’s both head of the machine learning department at Carnegie Mellon University and on the board of OpenAI. Intro to AI courses have badly needed an update with the rise of deep learning. Happy to see it happen at CMU!

.Satya Nadella gave me and Dylan Patel an exclusive tour of Fairwater 2, the most powerful AI datacenter in the world. We then chatted through Satya's vision for Microsoft in a world with AGI. 0:00:00 - Fairwater 2 0:04:15 - Business models for AGI 0:13:42 - Copilot 0:20:56 -

Crazy how in lockstep AI $QBTS & Quantum $NVDA move

$NVDA great Q3 FY26💪 Rev $57B vs ~55B exp (+22% QoQ, +62% YoY) Data Center $51.2B (+25% QoQ, +66% YoY) EPS $1.30 beats GM 73.6% Q4 guide: $65B ±2% rev, 75% GM – well above Street. Jensen: Blackwell “off the charts”, cloud GPUs sold out. FCF huge $22B, $37B YTD buybacks/divs.

Interestingly, IBM Cloud has started buying ads based on the "clustermax" keyword.This is strange, since IBM actively worked against us during our testing period. More details in thread: (1/6)🧵

Uber driver and internal combustion engine have long term economic prospects Datacenters will displace all new power generation causing US grid instability Waymo's are failing all over SF

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

Sebastian Caliri Thanks Sebastian! For people interested in the video of the event please see forum.openai.com/public/videos/…