$SQ $XYZ Block longs. This is your guy?

I cannot recommend enough that people like this read Team Of Rivals: The Political Genius Of Abraham Lincoln.

** WEB files a 13D for the U.S. Government **

The stock is up **checks notes** 61% since April 21, 2023. — “We’ve been saying for two years: they have all the pieces — the data, the cash, the infrastructure. But here we are, two years later, and the story hasn’t changed. At some point, you have to ask: what’s going to be

feels like we are at peak “he wants to make deals” sentiment still very bearish so not shocked if we move a little higher, but will be very surprised if we hold north of 20.5x forward on the SPY

Anyone willing to share the MoffettNathanson piece on YouTube being worth $550B?

being long $GOOGL on a Waymo thesis is like betting on a football team because you like the kicker

Models Not Commodities. Arms Race. Most Resources. Lowest Cost. Winner.

AI is a platform level capability, not a premium add on. Copilot, Agentforce, Firefly all getting it wrong. Give it away.

Just vibe-coded a web app this weekend. Wild. Zero prior coding experience.

Google Search + Gemini a 0 by 2030. YouTube and GCP collectively worth under $250B in 5 years. Someone come get your man.

Have been completely unwilling to touch apparel / consumer brands. Always a reason: “not connecting to Gen Z, stale ideas, creative team lacking… etc.” The simple issue is that the internet blew up the legacy moats of most consumer brands. Brands reduce search costs, and

Anyone have access to Borlaug substack posts? Trying to read the CRO one, and he seems to have deactivated subscriptions (so it won’t let me subscribe to read). If anyone has the post, I’d love to read it. Borlaug — I dm’ed you, but would love to be able to pay to read

It’s really game over long-term. Both sides just going to spend us into oblivion. Deficits were Pandora’s box. Keynesianism ~may~ work if anyone was ever willing to take foot off the gas. Clearly not politically feasible.

Eagle the game is 1600 years old there are only so many jokes

It’s amazing how every organization run by the government is literally falling apart. Air Traffic Control, DMV, Post Office, etc. I can’t think of a better argument for keeping government out people’s lives.

The same people will talk about the value of compounding and then quite literally ignore the value of compounding by quoting small differences in IRR over a very long time period. 11.6% CAGR = 8,100x 9.3% CAGR = 1,470x You’d have almost 6 times as much money if you had the