Sublime
An inspiration engine for ideas
Trends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.com
Steve Schwarzman started Blackstone in 1985 with a $400k initial investment.
Last year, they crossed $1 TRILLION under management.
Here's what he says about hiring 10s https://t.co/6KZI5Nu4fk
Embracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.comBrookfield Asset Management has $750B in assets under management & 100+ yrs experience investing in the backbone of the economy
They call this “a hinge moment in history” w/profound implications for inflation, interest rates, & investing
Their macro update & investment plan…
Austin Liebermanx.comIn it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently... See more
Patrick OShaughnessyx.com
“You'll put as much care and attention into your AI agent as you do your website or your mobile app” - @btaylor
Bret Taylor’s resume is … impressive:
Built Google Maps
CTO @ Facebook (in key years)
Chair @ Twitter
Founder @ Quip
Co-CEO... See more
