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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
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
In 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.comHe was Uber CEO Travis Kalanick's right-hand man.
Meet @emilmichael, Uber's former Chief Business Officer who helped the company raise $15B.
(00:00) Fighting the "Taxi Mafia" in Italy 🤬
(04:03) Tips for building on-the-ground teams
(09:56) Founders "going direct"... See more
Jason Levinx.comJeff Horing has never done an interview like this because he’s too busy investing at Insight Partners.
Despite having built a $100B investment firm, he feels like he’s as in the weeds as he was during the firm's early days. As he said, “My schedule is dictated by 24-year-olds.”
Insight does... See more
Patrick OShaughnessyx.comCreators, Creativity, and Technology with Bob Iger
podcasts.apple.comWill England just pivoted his $10B AUM hedge fund to go all in on AI with a firm-wide email:
“I wrote this email using ChatGPT—you should too. As a hedge fund, we should be ashamed to leave money on the table by ignoring AI.”
It’s working: 75% of his 400-person team are using ChatGPT... See more
Dan Shipper 📧x.comAn Interview with Daniel Gross and Nat Friedman About Apple and AI
stratechery.com