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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.comTariffs, DOGE & Fixing America: Peter Thiel's Skeptic Solutions
youtube.com
I have the world's most comprehensive database on:
-fund managers
-gamblers
-anyone else
doing tax arbitrage, and letting things slip.
I've got everything scraped and logged. I like to find the slip-ups and see where alpha-generating... See more
For those behind….Bill Gurley's firing of Travis K is the most morally depraved action any VC has taken, and in @shervin's words, “the greatest value destruction that's happened since firing Steve Jobs at Apple.” Cat came out of the bag on 20VC, and I reckon @bgurley has had a few sleepless nights of guilt
Master Waynex.comHyperloop math
500 miles
1 stretch, 2 stations
10 year capex loan
100 people/flight x 6 flights/day both ways x 6 days/week >> 4000 people weekly >> 200000 people annually x 25% of market avg over 10 years >> 50000 people annually
$100 /seat one way >> $5M revenue annually
60-80% operating margin >> $3-4M annual op profit
60-80% op profit set aside for
In June, Marc Andreessen sends a letter voicing "IMMENSE objection" to new housing development near his neighborhood.
His solution?
Giving $350 million to Adam Neumann's new startup because "our nation has a housing crisis."
Never lost so much respect for someone... See more
🚨Kalshi is selling dollars for 81c 🚨
For the NJ Gov race, even if there is a 2021 polling error, it’s still not enough for @Jack4NJ to overcome the lowest DDHQ polling average margin
I feel even more confident about this “bond” than before
Credit: @NateSilver538... See more
Elon is 100% right.
Mackenzie Scott Bezos got divorced six years ago and has already spent $20B on far left-wing causes.
Melinda French Gates got a personal philanthropic allocation of $12.5B in the divorce four years ago, and pretty much every cent she’s spent to date is allocated to... See more
