So sad

Winning Miami at 37 isn’t for everyone

Via Cameron Crise, this is now 4 straight days where the S&P 500 had a trading range greater than 5%. The only other times this has happened were 1987, 2008, and 2020.

"As the cost of code goes to zero, it is much easier for companies to reach feature parity and much harder to build a moat around single features". Excellent read by Jenny Xiao 🌌 & LJW Zero or Hero: A Technical Framework for Valuing AI Companies open.substack.com/pub/leonisnews…

One of the best 4 hours I’ve recently spent listening to a podcast. ⁦Epic⁩ reminds me of one of my fav quotes — “Slow is smooth, and smooth is fast” Thanks for the epic job on this one ⁦Ben Gilbert⁩ & ⁦David Rosenthal⁩ podcasts.apple.com/ca/podcast/acq…

Easy like Sunday morning

Decided to fly myself to Paris today

$1B later. My 2 cents… 1. Scribe was the most obvious commercial use case for AI in healthcare. 2. Also the most obvious candidate for commoditization. (doximity already offering for free). 3. And no, scribe is not the wedge to building a CDS platform. Because it got no

Had a dream last night where Carlos told me he got it. Vamos!

On my favorite walk listening to two of my favorite podcasters Tim Ferriss and David Senra . What an epic conversation! podcasts.apple.com/ca/podcast/the…

After today, Carlos Alcaraz and Jannik Sinner have played 3,302 points over the course of their rivalry. Alcaraz has won 1,651. Sinner has won 1,651.

Just started reading this book by Andrew Ross Sorkin So far it feels like reading a contemporary account and not a century old historical account… weird deja vu

Perfect way to warm up on a wintery morning 🎾

“Palantir has the distinction of being the first billionaire:revenue ratio greater than one that I have seen. Five billionaires due to stock ownership, and less than four billion in annual revenue.” This Burry quote goes pretty hard. Credit where credit is due.

The most dangerous addiction today isn't a substance. Research on 100,000 people confirms that heavy short-form video use is just voluntary cognitive decline. We are actively training our brains to fail at hard tasks. If you can simply sit with a problem for 10 minutes without

What a fab night meeting the legend Peter Schiff . Long gold and silver!

Excellent analysis by 🇦🇺Craig Tindale on the structural shift in metals and critical materials. Matter matters again, and the West isn’t positioned for it.

MAG7 is now shinier with gold and silver in the mix

Excellent analysis by Tracy Shuchart (𝒞𝒽𝒾 ) on the underlying US math and motivations beyond the easy oil rhetoric renegaderesources.pro/p/the-venezuel…

One of the best things I read this week. 26 Views for 2026, by Campbell open.substack.com/pub/campbellra…