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tl;dr: (1) the rate of technological change far outpaces the rate of technological adoption.; (2) AI's probably going to work out; (3) real-world experiences are here to stay; (4) the world will probably to continue to become more interconnected.
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From China's stimulus impact on Tencent to Tesla's robotaxi plans, we cover market moves across tech, biotech, and crypto. Get insights on our current picks, reflections on past investments, and thoughts on navigating today's complex market landscape.
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Maybe things won't change as quickly as everyone expects.
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We're putting on small positions in CrowdStrike and Intuitive Machines.
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It's one of those unknown, unknowns that absolutely no one is thinking about right now.
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This is what we expected, no? We said the Fed would cut and it didn't matter much to us if it the cut were 25 bps or 50bps. So far the playbook for the Fed that we've outlined repeatedly for the last few weeks is playing out.
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Bryce and I had an amazing time, learned so much, worked very hard on our business and were received incredibly warmly everywhere we went. We will write more about our experiences, learnings and analysis, but in the meantime, here are the Top 5 Mindblowing Thoughts I had on our trip.
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With the markets back to being close to their all-time highs, its probably a better time to be cautious than wildly bullish.
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No chat this week, and we didn't have high hopes for Apple's "It's Glowtime" event next week.
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We hit on everything from Tesla’s cutting-edge Actual Smart Summon (ASS) technology, to Nvidia’s falling stock price, plus market moves, hedges, and the future of humanoid robots in this no-holds-barred Q&A.
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We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
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We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.