Sublime
An inspiration engine for ideas
$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 Ur... 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 trie... See more
Patrick OShaughnessyx.comKeep an eye on Triller, a short-video music discovery app:
- 26.5m US MAU’s (higher than TikTok) on 75m registered users
- 500% MoM growth
- Users average 20 mins in app + 3 logins per day
- Just launched subscription plan for listening to full songs
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Turner Novak 🍌🧢x.comIN 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 system.
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TBPNx.com
We just sent our Page III update to Chapter One limited partners.
I can't share everything, but I wanted to open source a few of the most interesting ideas:
1. Take our three most recent core investments and map out the long-standing relationships, and it’s clear that venture capital is a g... See more
OpenAI fired this 23-year-old from their Superalignment team.
But he turned his insider knowledge into a $1.5B fund that's outperforming Wall Street by 700% this year.
He says maybe ~200 people in SF understand what's *actually* happening in AI right now.
Here's ... See more