Sublime
An inspiration engine for ideas
INTERVIEW WITH FOUNDERS OF @ETCHED
the thiel fellows fighting nvidia
- @UbertiGavin & @robertwachen on AI chips
- Debating future unemployment predictions
- AI's impact on long term GDP growth
- Raising their $120m Series A
- Slow vs Fast... See more
John Cooganx.com
Leopold Aschenbrenner's fund has outperformed basically every mainstream hedge fund YTD and he's running 1bn+ of capital btw
the gulf billionaires & pension funds are watching this
capital management will soon become an activity exclusively done by chronically online zoomers... See more
AI is no longer a toy. 1 yr ago only 40% of businesses that bought an AI products were still paying a year later. Now 70%+ are. Retention is getting strong.
@tryramp's Summer 2024 Spend Report just released and it's a very interesting read. These charts also jumped off the page for me:
1/... See more
$20B AUM manager: “software is the Macy’s of this cycle bc AI will write software and pressure margins and multiples will go lower than you think... I told my daughter the only way to avoid being ‘AI’d’ is to be a nuclear engineer... Construction oriented stocks are AI proof… oil is not interesting as a value play bc demand won’t accelerate, but... See more
SouthernValuex.com
Solving "boring" problems can be lucrative in life science. Danaher is a conglomerate that makes your centrifuges, antibodies, microscopes, etc. Within ~1/2x $AAPL return since '85...without making a drug. "Hard" to replicate but underrated in all the high-flying tech talk. https://t.co/2zVGmHeFkf
Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he... See more
Patrick OShaughnessyx.com
Leopold's having fun, so here's my AI Safety twink portfolio. Total 1-year return: +892%.
Criteria: Product advances human civilisation + good team.
50% Oklo (+1700%)
45% Tesla (+87%)
5% Nvidia (+55%) https://t.co/y5I2XU4wnb
IN NEWS: Mariana Minerals raises a Series A led by @a16z bringing its total funding to $85M.
Mariana coins itself as the world’s only software-first, vertically integrated minerals developer, using an AI platform to turn every step, from discovery to refining, into a live, data-driven... See more
TBPNx.com
