how it started: how it’s going:

Feel like many people who end up killing people look like someone who would… . Between facial characteristics and online activities and patterns (many post on forums or videos etc) can’t @PalantirTech identify these people early. Obviously not super PC but reality.

Join millions who have switched to Grok.

Everything is a derivative of entrepreneurship.

Random ai business model thoughts…. Everytime you build a best in class model it quickly become obsolete . You line it it as much as you can but must improve to stay relevant. So then you have to spend 10x more to build the next one . As such it’s very much a money game and only.

The whole “US consumers pay the tariffs” argument is kind of dumb. All of this is interconnected, you’re going to deal with the deficit somehow…you can print money and Inflate your currency, you can raise domestic taxes, you can decrease spend/stimulus, or you can increase.

The Wall Street Journal app should give every subscriber a set number of shareable articles a month, where they can share access to an article with friends without a paywall and give them an offer to subscribe at a discount as a growth flywheel @WSJ.

America rewards the optimist 🇺🇸.

I can never tell if it’s Powell or an AI avatar….

She thought she was going to see the Giants from Frozen 😂 (dads will understand…)

Limit the layers between yourself and the source material - form original thoughts . We live in a hyper curated world . Info overload but only at the surface and shaped by proxies.

Dart has what Daniel Jones always lacked…the swagger of a champion.

The year is 2035, all.private companies trade freely through tokenized assets. They hold quarterly press read conferences to go over results and visions, directly on their social channels - controlling the message . Companies and employees trade stock without friction.

Not a great recipe - massively commoditized production, suppressed labor, margin supression, no domestic demand - rest of the world benefits from cheap inputs.

If you believe AI will suddenly replace purpose built SaaS, how do rationalize the fact that many orgs are still using business software that was built in the 90’s, even while many “better” options exist.

We are the midst of a re-industrialization of America - vertically integrating the components that matter most - love to see it 👏🚀🇺🇸.

Everything is still a matter of what are the future cash flows worth . There’s just a wider variance in the inputs and assumptions these days. Companies can grow a lot faster than ever before so what would otherwise seem wildly highly-valued can quickly become cheap.

RT @NFL: Jaxson Dart at the half:. 12/19.154 yards.1 TD. Nice start for the rookie QB.

This GPT-5 model does not work very well, especially the whole routing thing, it doesn’t feel very smart in general . Pair that with some of the fumbles on data on the presentation . Feels rushed and messy.

And ultimately deliver a premium experience that cant be easily traded out or comoditized . Driving GM gains is a team-wide effort, everyone needs to be onboard and understand why it matters (keep more of every dollar to invest in growth which creates opportunity).

You need to constantly monitor COGS and how they are evolving. Need to constantly optimize supply chain and negotiate - go further than others are willing . Leverage technology to effeciently route and optimize . Introduce high margin revenue and push where you can on pricing.

Improving gross margins is one of, if not the most, important things you can do as a business evolves . @swagup operates in a low margin industry (low-mid 30’s). Ignoring GM during the pandemic almost killed us . We just wrapped up July at 50% gross margins.