Just for funzies I think I'm going to start keeping a running IPO-meter. 0= IPO market completely frozen. 10= this might as well be 1999! After $crcl 's IPO and how $crwv has behaved since going public, I'd say we're at a 3.6. But 6 months ago I'd say we were well under 2. FOMO

Warhol museum

RT @MattZeitlin: The Lincoln Square IMAX is our century’s Statue of Liberty or Empire State Building.

Woah. This is interesting. There has been OpenAI and everyone else. but is everyone else also getting traction in terms of revenue?

Yes but. someone on (the board?) needs to start kicking some butts. .

RT @mgsiegler: As Meta and xAI are proving, money still wins in AI. That’s potentially very good news for Apple if — a big if — they can sh….

I’ve seen tons of photos of people who look like their dogs. But what about a dog walker who only walks dogs with similar hair to theirs? Poodle hair only!

The @blankcheckpod episode for Miller's Crossing is probably be recorded right now. Whoever is guesting on that episode, you better BRING IT cause that is criminally an underrated movie. It's also my favorite of all time so I will destroy you online if you don't do it justice.

Energy and the access to it has been the geopolitical imperative since the Industrial Revolution. Read that article closely. What if every nation had energy sovereignty going forward because the sun shines on everyone equally. It is a complete reset of the global order.

Literally these months as we talk: there’s a Moore’s Law happening right now. It’s insane.

This is the most radicalizing thing that I’ve read since ChatGPT came out. As an investor. Something akin to the Industrial Revolution or the computer revolution is happening RIGHT NOW.

Wake up babe! Potential new Deep Seek moment might have arrived.

In The Boy In The Bubble Paul Simon uses as evidence that “these are the days of miracle and wonder” is that it’s a long distance call. But remember when you had to pay per text message?.

RT @BWWings: fuck that, come get bottomless apps.

RT @venturetwins: People call AI videos “slop.” . Meanwhile, the YouTube trending page looks like this 🫠

RT @sarthakgh: Fascinating @Kantrowitz episode with @typesfast:

I'm reading a history of Florida book and they have tons of data to suggest that there were times in recorded history where Hurricanes battered the shit out the place. I lived there for my first 19 years. Not a single one hit me. I feel like a Baby Boomer.

"High spirits" didn't mean the same thing in 1925.

RT @ObsoleteSony: This is where PC designs peaked

I literally just asked a question about this yesterday! Who does the verifying in these markets? In this day and age of no one being able to "prove" anything, how can they function?

with all the power to adjudicate the results? And if so, who is that person? And if so, who wants to come on the pod and tell me about how this works?.