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@reconnect
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Alex Karp sees Michael Burry's short positions as being taken against artificial intelligence, but I donโ€™t see it that way. What I see is the potential for the liquidity in the AI narrative to spread across more companies. There isnโ€™t infinite money in the world and right now, all this capital is flowing into just two...
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1789 Capitalโ€™s portfolio
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Biotechnology is a disruptive innovation. Blockchain is a disruptive innovation. Artificial intelligence is a disruptive innovation. Internet capital market is a disruptive innovation. Additive manufacturing is a disruptive innovation. Disruptive innovation is the future.
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1/ ๐Ÿš— In the short term, instead of companies building fully autonomous vehicles from scratch, companies that retrofit existing cars for autonomous driving might actually have the upper hand. Hereโ€™s why ๐Ÿ‘‡ 2/ ๐Ÿญ Cost: Building a fully autonomous vehicle from scratch requires billions in R&D, factories, hardware, and re...
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ARK Investโ€™s portfolio stands out because it doesnโ€™t chase todayโ€™s safe winnersโ€”it invests in tomorrowโ€™s disruptive players. Rather than moving capital into established industries, ARK targets areas of transformative innovation: biotechnology, artificial intelligence, blockchain, robotics, and digital platforms. In bio...
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Tim Mooreโ€™s recent Intel purchase once again highlights the murky relationship between politicians and the markets.When a public representative makes trades worth millions of dollars far beyond the reach of ordinary investors it raises serious ethical concerns. Mooreโ€™s Intel buy on July 29 conveniently aligned with maj...
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Bernie Sanders has "praised Trump's designs for Intel, $INTC," as the government takes 10% of the company:
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Big Pharma is systematically shorting certain rising biotech stocks to suppress them. Small companies developing new treatments are either struggling to raise capital or losing credibility due to these artificial drops. This tactic, used to crush competition, is stifling innovation. #Biotech #ShortSelling #BigPharma #...
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Narative
Vibe coding - Wikipedia
en.wikipedia.org
Vibe coding - Wikipedia
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It hasn't even been a day since I said it and the kraken announced the IPO (probably). I think ipo szn is coming
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Base joining the S&P 500 and Circle going public could trigger a wave of IPOs.
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Base joining the S&P 500 and Circle going public could trigger a wave of IPOs.
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200ms effective block times coming to @base https://warpcast.com/base/0...
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Happy Friday ๐Ÿ’™โ˜€๏ธ๐Ÿ’™ I painted on a large egg.
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Canโ€™t believe I almost missed Tree Thursday! Nagoya, Japan Fall 2024
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"Club Coin" Joining the waitlist for @faragent ๐Ÿ‘€
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