I'M FEELING SPICY TODAY I'll say the quiet parts out loud: 1. I wish I enjoyed opening Notion. Am I the only one who finds it slow and clunky? 2. AI is bleeding customers. The consumer experience needs to be as addictive as swiping on TikTok or IG. Until that’s... See more

Cal AI $30M ARR founders just dropped a masterclass on navigating the new AI era https://t.co/J3UAl451ze

15 ideas, opportunities and things I’m thinking about right now: 1. Finding mispriced assets. Is this business worth 2X EBITDA or 6X? In an AI world, some businesses are worth a whole lot less or a whole lot more than we think. That spread is your retirement.