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App Economy Insights
$META Meta just dropped its 2nd biggest bag.
$14B for a 49% stake in Scale AI.
More than Oculus and Instagram combined.
Here's how it stacks up. 👇 https://t.co/AH4Q30uvtn
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$META Meta just dropped its 2nd biggest bag.
$14B for a 49% stake in Scale AI.
More than Oculus and Instagram combined.
Here's how it stacks up. 👇 https://t.co/AH4Q30uvtn
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Investing visuals
$AMD is up +10% today and still reasonably priced 👌
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$AMD is up +10% today and still reasonably priced 👌
$AMD:
🔹Revenue is up +33%
🔹Data center revenue is up +57%
🔹Free cash flow is up +92%
🔹Trades at 30x forward price/free cash flow
High growth at a reasonable price. https://t.co/uF6XuZQJlx tweet
Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $OXM
The CEO has just reported purchasing $260k of the company's stock, increasing his ownership stake by 4%.
This is the first insider purchase we have seen by an executive at $OXM in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $OXM
The CEO has just reported purchasing $260k of the company's stock, increasing his ownership stake by 4%.
This is the first insider purchase we have seen by an executive at $OXM in over 4 years.
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The All-In Podcast
JD Vance explains the Trump Era political realignment
*Recorded last September, two months before the 2024 Election.
@DavidSacks:
"The Bush Republicans are now Harris Democrats, and the Kennedy Democrats are now Trump Republicans."
"Clearly, something big is happening in our politics here. Can you explain this realignment?"
@JDVance:
" One way of understanding is you have to ask yourself, who has benefited and who was harmed from the last 30 years of the bipartisan consensus in this country, right?"
" So you got to talk about a manufacturing policy that I think promoted the offshoring of millions of good American manufacturing jobs and in the process, by the way, made us less self-reliant as a country."
"That really benefited people like Dick Cheney and Kamala Harris and their donors."
" It didn't benefit the people that I serve in the state of Ohio."
" If you ask yourself, who actually went off and fought these ridiculous wars?"
"It was very often working and middle class kids in communities like mine. It wasn't the family of our current leadership class, by and large, though of course there are exceptions."
Recorded on September 9th, 2024 at the All-In Summit
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JD Vance explains the Trump Era political realignment
*Recorded last September, two months before the 2024 Election.
@DavidSacks:
"The Bush Republicans are now Harris Democrats, and the Kennedy Democrats are now Trump Republicans."
"Clearly, something big is happening in our politics here. Can you explain this realignment?"
@JDVance:
" One way of understanding is you have to ask yourself, who has benefited and who was harmed from the last 30 years of the bipartisan consensus in this country, right?"
" So you got to talk about a manufacturing policy that I think promoted the offshoring of millions of good American manufacturing jobs and in the process, by the way, made us less self-reliant as a country."
"That really benefited people like Dick Cheney and Kamala Harris and their donors."
" It didn't benefit the people that I serve in the state of Ohio."
" If you ask yourself, who actually went off and fought these ridiculous wars?"
"It was very often working and middle class kids in communities like mine. It wasn't the family of our current leadership class, by and large, though of course there are exceptions."
Recorded on September 9th, 2024 at the All-In Summit
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Hidden Value Gems
One way to do business in the modern US. Invest in Trump memecoin to get invited to a dinner with Trump at Trump National Golf Club built by Trump. https://t.co/qPIHOq4ArI
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One way to do business in the modern US. Invest in Trump memecoin to get invited to a dinner with Trump at Trump National Golf Club built by Trump. https://t.co/qPIHOq4ArI
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The All-In Podcast
🚨Chamath on why the Fed could keep holding off rate cuts: "The only answer is political."
The FOMC's June rate cut decision is happening this week. It is expected they will keep rates unchanged.
The chances of a Summer rate cut are extremely small.
According to Polymarket:
-- June: ~98% chance of "No change"
-- July: ~87% chance of "No change"
Chamath's take:
"Let's just scenario play. What happens if Powell rips in a 100 basis point cut right now?"
"I'll tell you. So one part, which is mathematical, is the interest on the debt goes down. We save $300B."
"But there's something else that happens, which is the Fed does control the front end of the curve."
"Meaning how do people borrow money for small amounts of time from one day to about two years."
"If you make that cheaper, it's a test as true as time, what happens is people borrow more money."
"That fuels more growth. That will end up in GDP."
"So what actually happens if you cut rates 100 basis points is not just the $300B, but you can get this reflexive positivity in the economy."
"What that allows you to do is, even if that causes a little bit more inflation, you're actually growing yourself out of this whole thing."
"If the numerical justification is there to lower rates and it has all of these other positive externalities for the United States economy, why don't (you) do it?"
"The only answer is political."
tweet
🚨Chamath on why the Fed could keep holding off rate cuts: "The only answer is political."
The FOMC's June rate cut decision is happening this week. It is expected they will keep rates unchanged.
The chances of a Summer rate cut are extremely small.
According to Polymarket:
-- June: ~98% chance of "No change"
-- July: ~87% chance of "No change"
Chamath's take:
"Let's just scenario play. What happens if Powell rips in a 100 basis point cut right now?"
"I'll tell you. So one part, which is mathematical, is the interest on the debt goes down. We save $300B."
"But there's something else that happens, which is the Fed does control the front end of the curve."
"Meaning how do people borrow money for small amounts of time from one day to about two years."
"If you make that cheaper, it's a test as true as time, what happens is people borrow more money."
"That fuels more growth. That will end up in GDP."
"So what actually happens if you cut rates 100 basis points is not just the $300B, but you can get this reflexive positivity in the economy."
"What that allows you to do is, even if that causes a little bit more inflation, you're actually growing yourself out of this whole thing."
"If the numerical justification is there to lower rates and it has all of these other positive externalities for the United States economy, why don't (you) do it?"
"The only answer is political."
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App Economy Insights
Forget the 2017 Golden State Warriors.
$META is building its own AI super team.
Why did Zuck spend $14B on a 28-year-old?
Let's break it down 👇
https://t.co/BGN49eQqoJ
tweet
Forget the 2017 Golden State Warriors.
$META is building its own AI super team.
Why did Zuck spend $14B on a 28-year-old?
Let's break it down 👇
https://t.co/BGN49eQqoJ
tweet