Tech • Markets • Systems • Contrarian Information

Joined June 2014
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When everyone is trading the same story, consensus replaces analysis.
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#1 bestselling nonfiction author Tim Ferriss’s book sales since the launch of ChatGPT 3.5.
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I have been to four UFCs. I wasn’t invited to this one. I need to step up my game.
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Not a Sam fan, but the President of Anthropic has a degree in English Literature. Your coding skills will never make you a CEO. This is irrelevant.
CEO of OpenAI btw
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I heard there’s a UFC tonight.

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This was a real Delta Air Lines advertisement from 1973. Marketing often reflects the times.
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Every industry eventually reaches the stage where companies compete for the rulebook.
NEW: Amazon researchers are reportedly behind the jailbreak report that led to the U.S. crackdown on Anthropic’s top models.
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Washington D.C. was literally built on a swamp. Workers spent decades draining it to make the city habitable.
The Lincoln Memorial in 1917
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My son’s high school lacrosse team just won the Virginia state championship for the second straight year, finishing the season undefeated 🏆
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UFC press conference in Washington D.C. tonight.
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Someone paid $9 million in an eBay auction for lunch with Warren Buffett and Stephen Curry. I guess that’s the going rate for access.
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$SPCX has a $2.1 trillion market cap on $18.7 billion in revenue.
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Visual breakdown of how $SPCX generates revenue.
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Graphic forecast for the $SPCX IPO.
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Hot Tub Cinema started in London 🇬🇧 and has expanded to other cities. It’s exactly what it sounds like, you watch movies from a hot tub. Everything Has a Market.
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Narratives drove many AI valuations, and some are starting to ask for the receipts now.
JUST IN: Franklin Templeton strategist says Wall Street is “no longer rewarding AI spending without proof of profits.”
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Space is just 1.3% of the total addressable market that SpaceX can pursue. That figure comes from their S-1 filing for the IPO.
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The AI narrative is evolving.
More AI-generated code doesn't make your team faster. It might actually slow you down.
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