Giuliano Giacaglia 🌲 (giu)

The scale of hyperscaler investment is unlike anything we’ve seen before. Spending is projected to top $600B this year.

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One of the biggest patterns in my investing the past few years: My best investments weren’t driven by market sentiment. They happened when I saw something and thought: “This is the future, and at this price it’s an incredible opportunity.” Not because it was popular. Not because everyone agreed. Just because I had real conviction.

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As time goes on, I’m using prediction markets more and more to gauge the most likely outcome of an event.

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OpenRouter’s top five models are mostlyopen… and then there’s Google as the lone for-profit standout. Curious why that happened.”

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