Here, I chat about the stock market. I work to find case studies that are educational. www.claritytext.com/space/ks70wm...

Amazon is the USPS's biggest customer at over $6 billion in annual revenue. www.washingtonpost.com/business/202...

The best investment in the 2010s that I know of. grok.com/share/bGVnYW...

“Work feels like playing a multiplayer game with my friends. “ - Gabe Newell 2025 youtu.be/oFHXIW37NBM?...

Diversification of stock selection via the S&P 500 was once seen as not prudent investment advice. This is an insight into how leverage early in life can be seen in the future as prudent. youtu.be/gam4yEasppg?...

Chris Camillo on levered ETFs. Alpha without stock picking. 2009 stock market 47% drawdown did not make the 3x levered ETF insolvent. From 2022. www.youtube.com/live/42azDpq...

Nick DiGiovanni spends $50k or more per video. 9:00 youtu.be/zILL0-sX-x4?...

This gives insight into how AI search is able to understand the content of a website. blog.google/technology/d...

Zach Kanter built Stedi for four years before launching. EDI electronic data interchange business. youtu.be/IO6sR-i5rSs?...

Documentary of Peter Thiel looking through his motivation in the lens of political philosophy as well as desire for money. youtu.be/sAeTKyY3LB4?...

Interesting: a small brand is compelled to talk on Reddit, because a small brand is vulnerable to a reputation attack. Story of Codesmith. larslofgren.com/codesmith-re...

tanstack.com/blog/directi... APIs carry provenance (imports), versioning (packages), composition (functions), and testability. Directives typically don’t, and trying to encode options into them can quickly become a design smell.

Regarding SaaS, the “system of record is dead” 13:00 Thomas Laffont Coatue youtu.be/qDvL98GLQB0?...

Anish Acharya from a16z introduced Kevin Rose to @convex.dev Timestamped URL: youtu.be/QCgFzUyCo_s?...

1:29:00 Dan Sundheim of D1 Capital wouldn’t take Stripe public. youtu.be/zRh0KTutZis?...

The hard thing about newsfeed-format apps: ‬ ‪An account can essentially just talk about one topic without losing the audience outside that topic. ‬ ‪

It's surprising how big companies still don't consistently use HTTPS scheme in the web. An email from HBO Max has a manage subscription button that sends me to:

Too many social media newsfeeds are conveying to Gen Z men to use lots of debt to speculate on short term price changes of commodities and stocks.

Copyrighted in 1961, and still selling today at $45. Mastering the art of French Cooking is the great example in the cookbook industry of bringing a cuisine to an audience with latent demand for learning that cuisine.

20:53 Nvidia makes more compute per watt, and cheaper. youtu.be/m1wfJOqDUv4?...

Founding story of Palantir by Joe Lonsdale. Oct 11, 2025 youtu.be/PUwRPXEllZU?...

1:04:40 Hearing health with respect to headphones. youtu.be/xGmGBFpmdhQ?...

1:18:30 timestamp: beat the stigma that “mail order” had. - Michael Dell 2025-10-12 youtu.be/9WSsLSq40Yw?...

Tom Lee got his start as a stock investor with a job at Kidder Peabody valuing telecom and spectrum companies without earnings. youtu.be/pr9WAecBnm8?...

youtube.com/watch?v=pLSA... Felicis Ventures, Aydin Senkut emphasizes Ten times improvement Market timing, ie demand for the product

In 1929, only 1% of people held stocks. 48:38 youtu.be/YIlurDigZcY?...

YouTube has 125 million paid subscribers. As YouTube premium youtu.be/5bSGrQou4Lo?...

youtu.be/3YeeoR7Vwgk?... Predatory Penny stock newsletter format: - World is going to crash soon - be we found a hidden gem to make you rich

“Memory is a great competitive advantage for us” at chatgpt. 9:15 timestamp youtu.be/zwnVUiwObl8?...

Agentic commerce will advance with 1) AI agents having local memory 2) Advancing search beyond keywords to phrase based prompts. So, semantic search under the hood. Product search is a discipline distinctive from text search. youtu.be/eMSqlQMk480?...

Saylor thinks bitcoin to return 21 percent per year for the foreseeable future. youtu.be/b0KU4cJgj6g?...

Howie Liu (Airtable founder) explains a business idea to generate a Wall Street Journal like format for a UI based on some data scope. Timestamped: youtu.be/7QjMs7FuwI0?...

New tech magazine started by Maxwell Meyer, a former Stanford Review editor; friends with Joe Lonsdale. arenamag.com

> Niccol turned his analysis about the company’s lost sense of direction into a strategy he dubbed “Back to Starbucks,” whose crisp branding he contrasts with his predecessor’s plan, “Triple Shot Reinvention with Two Pumps.” (“I don’t know what that means,” he says.) www.semafor.com/article/09/2...

42:42 David Senra talks about the early business model he had for paid subscription for podcasts. Toward the end he says it took five years to pay the bills. youtu.be/mesjY6l2T8c?...

8:40 Nvidia undervalued. Masa son. youtu.be/Zx7HLytya-w?...

Report of Duolingo losing social trust starting two months ago with AI slop for examples. youtu.be/8NNSHMjlVJQ?...

Banks have a 2% profit margin on transaction fees. Visa is a tech company with 50 basis points margin. Banks are more disruptable, as a result. youtu.be/KV_qe_YAGoQ?...

Zuckerberg’s athletic example use case for AI in glasses is knowing how fast you are skiing. youtu.be/WuTJkFvw70o?...

Many platforms, such as Google Search, LinkedIn newsfeed, X For You, are converging on encouraging E-E-A-T content. For Google, the T for trustworthiness, is more important. static.googleusercontent.com/media/guidel...

> For the TikTok plan to comply with U.S. law, tech industry executives argue, its algorithms must be created and maintained by an American engineering team insulated from Chinese influence. www.wsj.com/tech/details...

Piaget’s ideas and Girard’s ideas on imitation are similar, except that Piaget’s did not have a sacrificial aspect. youtu.be/918qslcfwfY?...

youtu.be/ZNK3vNg13XA?... Dan Wang, author of Breakneck, describes how the China and USA geopolitics will actually be determined by the prosaic factors of which country will create more prosperity and good living for its respective citizens.

When an NBA players trades to NYC or LA, they up their style and fashion. Carmelo Anthony said this publicly. Here is Luca Doncic: www.wsj.com/style/luka-d...

When Silicon Valley uses the word “taste”, usually that is a slang word for intuition. It reminds me of Claude Shannon’s talk on solving problems. He saw intuition as a large matrix of problems and corresponding solutions in your head.

From podcast: crawlers for AI assistants like - the Q&A format - structured product catalogs - live data about inventory availability youtu.be/0a-o9DZumjE?...

Bret Taylor and Logan Bartlett. Software implementation is 3x the cost of software license cost. Timestamp 38:30 youtu.be/aABWOv2uMig?...

Important narrative for software stock prices: In the "build vs. buy equation" to what extent is is the "build" much more compelling now with AI tools? Here's my analysis in my public chat space: www.claritytext.com/space/ks70wm...

> The common thread is how these tools are designed: They focus on user intentions rather than API coverage They handle complete workflows rather than exposing single operations They respond in a conversational way rather than returning technical codes vercel.com/blog/the-sec...

Any rating system based on a x/y numerical rating is going to be gamed over time. www.nytimes.com/2025/09/11/t...