Topic

Mag7

A collection of 4 issues

The "Edge AI" Bear Case

On “Invest Like The Best” podcast yesterday, Gavin Baker mentioned the following: “In three years, on a bigger phone, you’ll be able to run a pruned-down version of Gemini 5, Grok 4, or ChatGPT. And that’s free. This is clearly Apple’s strategy - we’re going to

The Great Abstraction?

Last week in my Solving the “DoorDash Problem piece, I mentioned the following excerpt between Nilay Patel from The Verge and Uber CEO Dara Khosrowshahi: Nilay Patel: So, I come to you and I say, “I want to be able to get cars from Uber.” What is the percentage toll?

Never Sell: Episode 12-Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins

For the “Never Sell” podcast, Scuttleblurb and I published a new episode. You can listen to it here: Spotify, Apple, YouTube, RSS feed Some of the relevant posts that we touched on this episode: 1. What exactly is CSU’s ROIC? 2. Fiserv’s October Massacre 3. Wise is probably

The Depreciation Battleground

I was in my Freshman year in college when I first watched this Khan Academy video “Is short selling bad?” To this day, it remains a key foundation for my belief that short sellers are a net positive force in capital markets. Despite such belief, I myself never shorted any