Sublime
An inspiration engine for ideas
This is pretty disruptive from Coatue and I like it very much.
As an LP I’m done paying 2/20 and having 10-12 year illiquidity for shit performance in venture capital. I spoke about this once on the All In pod and shared a table of the various/numerous funds where I’m an LP and their meager DPI as evidence. And those... See more
Chamath Palihapitiyax.com
Burry's investment one sheet
worth reading for any investor https://t.co/ZqFn52xLsv
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.com

BLOOMBERG ARTICLE ON SYSTEMIC RISK FROM PODS
Some interesting points in this Bloomberg article on multi-manager funds.
A couple points stood out to me, and there were a couple points I would add. What stood out:
1) PODS ARE BIG. 30% of HF GMV per GS report (does... See more
BLOOMBERG'S MOAT & AI FOR FINANCE CO-PILOTS
Look around for a moment and you see an incredible amount of effort to build an "AI for finance" co-pilot. We are working to compile a comprehensive list of these tools: our list is over 50 and growing (we will release this soon), almost all with impressive teams of either... See more
Brett Caughranx.com
David Greenspan, founder of Slate Path Capital, taught a class at Columbia Business School that saw many of today's top investors go through. We were fortunate to be a part of it. David published a book called BEETS that has become the unofficial handbook that all today's top l/s investors have read. Should be made required reading on par with... See more
Maker/Taker Math on Kalshi
whirligigbear.substack.com