The software industry will become the agent industry.

$30 billion in annual revenue would make Anthropic the 9th largest software company in the world (by revenue). Larger than $ADBE, $ADP, $INTU, $NOW, $SHOP, $PANW, $WDAY to name a few. Still worried about the ROI on AI? @michaeljburry

Did people forget that Amazon is the closest thing to a pure play on Anthropic as exists in the public markets? Everyone freaking out about Claude code and then simultaneously selling Amazon down to its cheapest multiple in history. $AMZN

Wrote this deep dive on Google $GOOG back in May when the stock was around $165 ( 100% in six months on a Mag 7) explaining how AI was the best thing to ever happen to the company, not the worst thing ever like the market feared back then. Funny how fast things can change.

Buy $TSLA

I am unreasonably excited about self-driving. It will be the first technology in many decades to visibly terraform outdoor physical spaces and way of life. Less parked cars. Less parking lots. Much greater safety for people in and out of cars. Less noise pollution. More space reclaimed for humans. Human brain cycles and attention capital freed up from “lane following” to other pursuits. Cheaper, faster, programmable delivery of physical items and goods. It won’t happen overnight but there will be the era before and the era after.

Humanoid robot production should be a national security priority. China obviously sees that. Does the US (other than Tesla and Elon)? $TSLA $XPEV @elonmusk

Anybody who thinks or says that Nvidia $NVDA is a "picks and shovels" play on AI doesn't understand The AI Revolution. NVDA gets 75% gross margins because it is The AI Revolution; not merely a supplier selling parts into it.

See before you're seen. EagleEye enhances the warfighter’s perception by overlaying digital information onto the real world, delivering vital real-time insights.

Anduril has partnered with @Meta, @oakley Standard Issue, @Qualcomm, and @GentexCorp to bring the best in AR, rugged eyewear, compute, sensing and ballistic helmets to EagleEye. With world-class partners, we’re delivering proven tech for the warfighter at rapid speed.

Made it to no.1 in the App Store. Congrats to the @GeminiApp team for all their hard work, and this is just the start, so much more to come!

1. Biden's CHIPS Act was a form of socialism via corporate welfare and state control/influence of private industries. 2. Trump taking a 10% stake in $INTC in exchange for CHIPS Act funding is still socialism. If you are for free markets and against socialism, you should be against both #1 and #2, regardless of party. #FreeMarkets

Apple has completely given up on AI *APPLE EXPLORES USING GOOGLE GEMINI AI TO POWER REVAMPED SIRI

With $FIG we have another massive "POP" highlighting the gross inefficiency in the modern IPO process. It's very simple. They REFUSE to match supply/demand (that happened today). They brag about the mis-match - "30X oversubscribed." The outcome is expected & fully intentional.

youtube.com/live/87hfExGcMvI Is your portfolio prepared for the next phase of the AI Revolution? The game is about to change. @codywillard , @smith_bryce12 , and @johndeo are going LIVE at 5:00 pm ET to deliver the alpha on the three biggest forces shaping our future: the explosion of AI agentic applications, the real story behind this week's critical tech earnings, and the imminent release of GPT-5. We're cutting through the hype to give you actionable intelligence. This isn't another high-level AI talk. We're diving deep into the architecture, the balance sheets, and the strategic pivots that will determine the winners and losers of the coming AI decade. 🔥 In This Livestream, We Will Analyze & Debate: 🔥 The Agentic AI Gold Rush: Moving beyond chatbots. Which companies are building the autonomous AI agents that will dominate the new app economy? We'll break down the architecture, the moats, and the dark horse contenders. Tech Earnings Post-Mortem/Predictions: Did Big Tech deliver? We'll dissect the earnings calls from Google and Tesla, plus make predictions for AMZN, MSFT, META, and AAPL. Uncover the key metrics the mainstream media missed and what they signal for the next 18 months. GPT-5 Intelligence & Projections: What do we actually know about GPT-5's capabilities, its potential release date, and its economic impact? We'll analyze the technical intel, the strategic implications for OpenAI and its rivals, and how it could redefine entire industries. LIVE Q&A: Your chance to challenge our theses. Ask Cody, Bryce, and John anything.

youtube.com/live/yYI_4uluOes… Join us live at 5pm ET for another episode of the AI Revolution! This week, hosts Cody Willard and Bryce Smith and John Deo discuss the latest breakthroughs in artificial intelligence and their real-world impact. In this livestream, we'll explore: The Democratization of App Development: How AI is empowering anyone to become a creator and the explosion of new AI-powered applications. AI's Impact on Every Industry: From farming and ranching to entertainment and finance, we'll break down how AI is transforming the way we work and live. The Future of AI: What comes after Grok 4? We'll discuss the accelerating pace of innovation and what to expect next in the world of AI. Live Q&A: Get your questions answered by our panel of experts. Whether you're an investor, an entrepreneur, or just curious about the future of technology, you won't want to miss this conversation. Follow the hosts: Cody Willard: @codywillard Bryce Smith: @smith_bryce12 John Deo: @johndeo Subscribe to the channel for more updates on the AI Revolution!

Overall, this quarter was just another good lesson that in the long run, geopolitics and macroeconomics make little difference to the business models of the most #Revolutionary companies. tradingwithcody.com/tech-rev… #investing #investingtip

In this presentation at ValuexVail from Cody Willard and Bryce Smith @smith_bryce12 and @codywillard at 10,000 Days Capital Management, LLC, he sheds light on how AI is widely expected to disrupt Google’s search business. However, they argue that this disruption doesn’t matter much to the long-term investment case. Even with growing competitive threats, Alphabet trades at a relatively modest P/E multiple of 19.1x as of May 2025—well below historical levels. This valuation suggests the market has already priced in significant pessimism, offering a margin of safety for investors who believe in the company’s broader capabilities. The thesis focuses less on defending the future of search and more on identifying where the cash will come from next. Implicitly, the authors suggest that Google’s scale, engineering culture, and adjacent businesses—possibly including AI infrastructure—are capable of generating new streams of value. The message to investors is that Alphabet is being valued like a fading incumbent while still operating like a dominant innovator. Get the full presentation here: conference.investor.fm/googl…