x.com/i/article/2029…

Introducing Thesis Builder Use a chat interface to build your vision of the future. Get suggestions of companies and timeframes to play the thesis. If you want access you will have to let me know (not publically available for now)

We got some new entries in the top 10. But overall, it's looking stable. SamBTrades We are eagerly awaiting your next call! Patient Investor Let's see what $SOFI will be doing for you. LazaroLifestyle Are these South East Asian investment vibes? James Chanos I got all

Citadel Securities published this graph showing a strange phenomenon. Job postings for software engineers are actually seeing a massive spike. Classic example of the Jevons paradox. When AI makes coding cheaper, companies actually may need a lot more software engineers, not

Every Fortune 500 executive is buying AI subscriptions and calling it a strategy. Palantir CEO Alex Karp has a word for that. Karp: “The general approach of just buying models is going to be essentially self-pleasuring for an enterprise at the cost of the enterprise.” Karp:

This is good 😆

10 Insane Charts from Q4 Earnings: 1. Robinhood $HOOD

Here is Elon Musk's full TERAFAB presentation from tonight, with the waiting period at the beginning cut out.

So good!