Sitemap - 2024 - Nick’s Vital Few
12/30/24-Chamath on LLMs, Dylan Patel🗣️, Craftsman Mindset, Experts🤔
12/16/24-Either Uber Or🤔, N Peltz, Orin O’Brien🎻, Winners🏆of Time
12/3/24-LAND & Expand🤔,Scott Bessent🏦, BG2🎧, Investing Music🎶
11/18/24-Uber+Waymo?🤔,Druckenmiller ✊🏼, Nvidia Demand, One Bookie💵
11/4/24- LLM is not Search🚫,Unreal Engine CGI🍿, Homebuilder Land Banks🤨
10/21/24-Big Bank🏦Revenue, GOOG Sundar P 🗣️, Be less Wrong🔥🧨
10/7/24-Stock Price Hope🤞🏽, 5 Min⏲️ w B Gates, OpenAI Soap🧼Opera
9/23/24-AMAT and LRCX🗣️, Sergey Brin, AVGO's Hock Tan🤘🏽
9/9/24-Track IT Progress📊,Private Credit Black Hole🕳️, NFL Begins 🏈
8/27/24-PR Crisis🔥,Aidan Gomez's Cohere, Who is Target🎯?
8/13/24-Buffett's Cash👎🏽,Munger on Busts💥, Grants🎧CRE Meltdown
7/30/24-Waymo Growth🤫, Steve Jobs🍎, Crowdstruck 🤦🏽♂️
7/16/24-Reinvest♻️Dividends?, Gates on AI🤖,Grand Cayman Island🏝️
7/2/24- Buffett's OXY🤔,Julie Greenwald🎶🎧,Enterprise Software,🐰🍲
6/18/24-USA Experiment, Superintelligent AI 🎧, Data Center Tour 😲
6/4/24-SNOW❄️,All-In Pod🎧 ,Milli→Micro→Nanosecond⚡
5/21/24-Buffett⚡Abel,Marc Andreessen🤔, R U Wrong? 3 Tools🧰
5/7/24-🤩Henry Singleton Tenders, Prank🫢Confession,🎧Zuck & Dwarkesh
4/23/24-♟️Bank Charge-offs,🎧Nvidia,📺AVGO, 🚫Misusing LLMs
4/9/24-Google☠️??, BG2🎧, US New Housing🏘️
3/26/24-Think🤓, Jensen $NVDA🧑🏽🎓,Uncle Sam 🫵🏽Your LP
3/12/24- Revenue Drivers,❄️Snowflake Update☃️, Meta's CTO Boz
2/27/24-Poker♣️& Investing,💻Semis, Data💎Asset🎧, Zuck🤔😀
2/13/24-My 10 🏘️Rentals &😬Leverage,📊Mag7,🎧Einhorn,🗣️Big Short Interview
1/30/24-Disney Next CEO🐁, Semis💻, Hired Gun🎸🎶, Quartz
1/16/24-Dunbar#️⃣Storytelling, Rick Rubin🎧a16z, Dave Chapelle🥋Master
1/2/24-Bezos Metrics, Marks🎧Annie Duke,📘 Lyn Alden,🪙Gold Hedge🤔