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12/30/24-Chamath on LLMs, Dylan Patel🗣️, Craftsman Mindset, Experts🤔
You have to want to do excellent work more than you want anything else..🙏🏻
Dec 30, 2024
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Nick’s Vital Few
12/30/24-Chamath on LLMs, Dylan Patel🗣️, Craftsman Mindset, Experts🤔
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12/16/24-Either Uber Or🤔, N Peltz, Orin O’Brien🎻, Winners🏆of Time
This is “either or” thinking and it is classic lazy thinking.
Dec 16, 2024
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12/16/24-Either Uber Or🤔, N Peltz, Orin O’Brien🎻, Winners🏆of Time
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12/3/24-LAND & Expand🤔,Scott Bessent🏦, BG2🎧, Investing Music🎶
Because of (financial analysis and) math, I may not know what will happen tomorrow, but I know what will happen over time.
Dec 3, 2024
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12/3/24-LAND & Expand🤔,Scott Bessent🏦, BG2🎧, Investing Music🎶
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November 2024
11/18/24-Uber+Waymo?🤔,Druckenmiller ✊🏼, Nvidia Demand, One Bookie💵
"..if we could fulfill everybody’s needs then the emotion would go away, but it’s very emotional." 😨😬
Nov 18, 2024
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11/18/24-Uber+Waymo?🤔,Druckenmiller ✊🏼, Nvidia Demand, One Bookie💵
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11/4/24- LLM is not Search🚫,Unreal Engine CGI🍿, Homebuilder Land Banks🤨
David is here to kick ass and chew gum…and he’s all out of gum.
Nov 4, 2024
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11/4/24- LLM is not Search🚫,Unreal Engine CGI🍿, Homebuilder Land Banks🤨
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October 2024
10/21/24-Big Bank🏦Revenue, GOOG Sundar P 🗣️, Be less Wrong🔥🧨
"Always take the position that you are to some degree wrong..."
Oct 21, 2024
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10/21/24-Big Bank🏦Revenue, GOOG Sundar P 🗣️, Be less Wrong🔥🧨
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10/7/24-Stock Price Hope🤞🏽, 5 Min⏲️ w B Gates, OpenAI Soap🧼Opera
Cue cartoon villain laugh. " mWahahaha, mUahahaha. "😅😂🦹🏻😈
Oct 7, 2024
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Nick’s Vital Few
10/7/24-Stock Price Hope🤞🏽, 5 Min⏲️ w B Gates, OpenAI Soap🧼Opera
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September 2024
9/23/24-AMAT and LRCX🗣️, Sergey Brin, AVGO's Hock Tan🤘🏽
"Every percent of energy-efficient computing improvement is worth a lot."⚡
Sep 23, 2024
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9/23/24-AMAT and LRCX🗣️, Sergey Brin, AVGO's Hock Tan🤘🏽
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9/9/24-Track IT Progress📊,Private Credit Black Hole🕳️, NFL Begins 🏈
There is no asphalt boulevard to success.
Sep 9, 2024
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9/9/24-Track IT Progress📊,Private Credit Black Hole🕳️, NFL Begins 🏈
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August 2024
8/27/24-PR Crisis🔥,Aidan Gomez's Cohere, Who is Target🎯?
Friend, if you have to swallow a frog🐸, you don't want to look at that thing too long.🤢
Aug 27, 2024
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Nick’s Vital Few
8/27/24-PR Crisis🔥,Aidan Gomez's Cohere, Who is Target🎯?
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8/13/24-Buffett's Cash👎🏽,Munger on Busts💥, Grants🎧CRE Meltdown
Buffett is 50-90% retired. With all respect to the master Buffett, it is hard to allocate cash if you are napping.😴
Aug 13, 2024
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Nick’s Vital Few
8/13/24-Buffett's Cash👎🏽,Munger on Busts💥, Grants🎧CRE Meltdown
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July 2024
7/30/24-Waymo Growth🤫, Steve Jobs🍎, Crowdstruck 🤦🏽♂️
The Blue Screen of Death ☠️ Edition
Jul 30, 2024
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Nick’s Vital Few
7/30/24-Waymo Growth🤫, Steve Jobs🍎, Crowdstruck 🤦🏽♂️
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