@Tubi hey we don’t want to watch the coaches! 😭 #tubi

Most investors think upside shrinks as companies get bigger. @plaffont’s / @coatuemgmt data suggests the opposite. The real risk isn’t buying great companies “too late.” It’s selling them too early. The market systematically underestimates duration. Everyone wants to find the next $10B company. The biggest fortunes are often made holding the future $1T company.

Poor manager Good manager —————— —————— Controlling Collaborative On the sideline Player coach Self-centered Humble, giving Big opinions Lifelong student Company first Customer first No feedback A Mentor Demanding Developing

Hey @Hanes, are you the next personal garment company to pivot to AI? DM me the deets 📈🚀🌜

S&P just hit a new all-time high. Wall Street is popping champagne, calling it a “recovery” and “risk-on rebound.” Meanwhile:
CPI just spiked to 3.3% YoY (biggest jump in years, energy 10.9% in a month).
 UMich consumer sentiment crashed to 47.6 — an ALL-TIME LOW in 74 years of data. This isn’t strength. It’s the same old story: the asset economy is completely divorced from the real one. Portfolios up. Paychecks wrecked by gas, groceries, and rent. Two Americas. One’s winning. The other’s just trying to survive the month. Wake up.

2/ Everyone's blaming geopolitics. But the structure was already fragile. You can't run a $2T deficit, keep rates at 4% , and expect businesses to invest. The war didn't create the risk. It just made it impossible to pretend the risk wasn't there.

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Most people are reluctant to take in information that is inconsistent with what they have already concluded. When I ask why, a common answer is: "I want to make up my own mind." These people seem to think that considering opposing views will somehow threaten their ability to decide what they want to do. Nothing could be further from the truth. Taking in others' perspectives in order to consider them in no way reduces your freedom to think independently and make your own decisions. It will just broaden your perspective as you make them. #principleoftheday

Told my OpenClaw assistant: "build an interactive visualization of Ray Dalio's economic variables" 4 min later: live site w/ 9 variables, 6 countries, dynamic narratives. No IDE. Conversation → deployed code. dalio-economic-machine.netli… @RayDalio #AI #Agents #Productivity

Totally crushing w/ @FactoryAI Droids 5.2 Flash for some pretty sophisticated high-speed, multi-threaded use cases. Implications staggering. 🚀

OpenAI’s Deep Research model just blew away others on Humanity’s Last Exam (3K challenging questions from top experts across hundreds of domains). These questions are insane:

And windex.

This. 👏

Could Tether’s profitability have anything to do with the scale by which it purchases US securities (or not)? Attestations (not audits), no transparent reports, settled for lying about reserves only provided so much guarantee.

i cant believe ChatGPT lost its job to AI

Be a creator and you won’t have to worry about jobs, careers, and AI.

Oh my… forget repainting @FedExField, someone call @RotoRooter!!!! Time to flex that Amex, Dan.

Never confuse education with intelligence. You can have a Ph.D. and still be an idiot. 🧠