This is absolutely incredible. Investors now perceive Nvidia to be as creditworthy as the US government. Nvidia's $NVDA, 5-year credit default swap (CDS) is trading at ~38 basis points, slightly below the US sovereign CDS, at 40 basis points. In other words, markets consider the world's largest company to be less likely to default on its obligations than the US federal government. This comes as in FY2026, Nvidia carried only ~$8.5 billion in total debt against ~$10.6 billion in cash and generated nearly $100 billion in free cash flow, giving it one of the strongest balance sheets of any company in the world. Even if Nvidia's earnings dropped -90%, it would still rank among the 100 most profitable companies in the world. Markets are treating Nvidia as one of the safest companies on the planet.

This is my favorite mag7 chart

Self-driving cars are fun because you never see competing SaaS products having a literal standoff in the street

Fun interactive science app ideas | Part 3 Played around with generating 3D biological structures and made an app to explore them interactively UI Design GPT Images 2 Code Gemini 3.1 Pro More demos ↓

Looks like Meta Ads manager Going to be interesting how Ads in LLMs turn out youtube.com/shorts/6UcbbSie-…

"AI Agents and vibe coding are going to radically accelerate this year. Things finally got magical with Claude Opus 4.5 And now you can build almost anything you want in B2B, for real. Without drama. And it will get far, far better in 2026."

This is the new thing that Amjad showed me a couple weeks ago. It generalizes the idea of vibe coding beyond what people usually think of as coding.

clawsde.com 🚧 for sale use case: clawgtm.com

Gemini 3.1's one shot of World Economy Simulator Multiple shots and you get a Age of Empires style game in a day or two like SaaStr's founderscape.ai but LLM's "Hello World" bar starts here wes3.pages.dev one-shotted last week but Google AI studio just fixed their app publish

Wow, Gemini 3.1 Pro just crushed one of my test problems no other model could solve. "Write a photorealistic 3D ocean simulation" 3D graphics is extremely hard. It has to encode 9-10 techniques based in physics. Being off by just 1 number can lead to bonkers results

If you don’t commit to meaningful work, life will fill your time with busywork.

$NVDA delivered 😏 • Sales $57B vs Est. $55B • EPS $1.30 vs Est. $1.26 • Data Center Sales $51.2B vs Est. $48.6B • Gross Margins 74% vs. Est. 74% Q4 Guidance • Sales $65B vs Est. $62B

Figma is a great company, but it's a far better investment at $19B doing $1.1B ARR versus $20B at $350M ARR. Perhaps it's not the public markets that are brutal, but the private markets that are out of touch with reality.

Nvidia is now a $5 trillion company. Incredible.

First time that a car has delivered itself to its owner!