I sat down with the CEO and CoFounder of Robinhood, Vlad Tenev, to discuss a variety of topics after Robinhood's Gold Standard event. In the podcast, we discussed the early days of Robinhood and how the company grew, the economics behind Robinhood Gold's new 1% unlimited match…
I'm once again asking you to stop comparing today's PE multiples against the dot com bubble Why? Earnings quality is absolute shit because of trillions of dollars in rountripping fuggazi AI revenue Look at the free cash flow, which cuts through the noise of non-cash vendor…
Great comparison of valuation of the largest companies today vs. previous bubbles
OpenAI is projecting historically unprecedented growth to $100 billion in revenue:
$NVDA CEO Jensen Huang: “AI doesn’t care where it goes to school.” “The world has an abundance of energy, it’s just in the wrong place.” “We can build power generation in those areas, put data centers there, train AI models… and when they graduate, bring them back to where…
New breakthrough quantum algorithm published in @Nature today: Our Willow chip has achieved the first-ever verifiable quantum advantage. Willow ran the algorithm - which we’ve named Quantum Echoes - 13,000x faster than the best classical algorithm on one of the world's fastest…
Perplexity just quietly dropped a 42-page internal guide on how they actually use AI at work. What I found most useful: → How they automate the small stuff. Email, meeting prep, research (all done by AI) → Using AI to amplify your curiosity, not replace it. → Their prompting…
Gary is just being cautious on tesla, give him a break
Farzad, your verses are so clever, The accuracy of your TSLA forecasts never. You cling to your shares through thick and thin, Sometimes you should take profits and treasure the win. Valuation discipline is a guiding light. You give it no thought and disparage those who are…
Entering a 4-Year Memory Supercycle (JPM) 1. Global Memory Cycle • With surging datacenter and AI compute demand, a four-year upcycle is expected from 2024–2027. • Global memory TAM revised up by 6–24% versus prior estimates. • Introduction of HBM4E in Rubin Ultra…
So far this year, AI capex, which we define as information processing equipment plus software has added more to GDP growth than consumers' spending.
We are seeing them hire away talent and IP to build advance their models. But that’s just the beginning. They will start paying to lock up IP they think their models need, and the people who create it, just to keep it away from their competitors. The days of publish or perish…
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