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App Economy Insights
🕶️ Meta x Oakley just dropped new smart glasses.
3K video, open-ear audio, Meta AI built-in.
Water-resistant, 8-hour battery.
Starting at $399. Ships July 11.
Are glasses the new phones? Find out here. 👇
https://t.co/mvBUgCgbpG
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🕶️ Meta x Oakley just dropped new smart glasses.
3K video, open-ear audio, Meta AI built-in.
Water-resistant, 8-hour battery.
Starting at $399. Ships July 11.
Are glasses the new phones? Find out here. 👇
https://t.co/mvBUgCgbpG
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Offshore
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App Economy Insights
📺 US TV Time May 2025:
Streaming 44.8% (+6.0pp Y/Y).
• YouTube 12.5% (+2.8pp Y/Y).
• Netflix 7.5% (-0.1pp Y/Y).
• Disney apps 5.0% (+0.1pp Y/Y).
• Prime Video 3.5% (+0.5pp Y/Y).
• Roku Channel 2.5% (+1.0pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen https://t.co/PCTok9amb8
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📺 US TV Time May 2025:
Streaming 44.8% (+6.0pp Y/Y).
• YouTube 12.5% (+2.8pp Y/Y).
• Netflix 7.5% (-0.1pp Y/Y).
• Disney apps 5.0% (+0.1pp Y/Y).
• Prime Video 3.5% (+0.5pp Y/Y).
• Roku Channel 2.5% (+1.0pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen https://t.co/PCTok9amb8
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The All-In Podcast
🚨HUGE episode after a massive week in tech!
almost two hours with the besties + thomas laffont:
-- ipos, m&a, and spacs are back: state of liquidity
-- mag 7 ai showdown: ranking the most likely winners
-- zuck on tilt: $100m offers, scale ai deal
-- why apple is fumbling ai and how they can fix it
-- amazon's position as an ai kingmaker
-- sacks joins to talk genius act passing the senate
(0:00) the besties welcome thomas laffont!
(3:26) state of la, hollywood's decline, positivity around gdp growth and ai productivity
(10:19) zuck on tilt over ai: $100m offers, scale ai deal, hiring spree
(23:58) mag 7 ai showdown: ranking the most likely ai winners, biggest stock divergences, and more
(42:41) why apple is fumbling ai and how they can fix it
(57:02) ipos and m&a heating up in 2025
(1:16:18) state of liquidity: spacs, direct listings, and more
(1:25:40) amazon's "kingmaker" position, job displacement
(1:37:47) sacks joins to discuss the genius act passing the senate
(1:52:13) animal trailer
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🚨HUGE episode after a massive week in tech!
almost two hours with the besties + thomas laffont:
-- ipos, m&a, and spacs are back: state of liquidity
-- mag 7 ai showdown: ranking the most likely winners
-- zuck on tilt: $100m offers, scale ai deal
-- why apple is fumbling ai and how they can fix it
-- amazon's position as an ai kingmaker
-- sacks joins to talk genius act passing the senate
(0:00) the besties welcome thomas laffont!
(3:26) state of la, hollywood's decline, positivity around gdp growth and ai productivity
(10:19) zuck on tilt over ai: $100m offers, scale ai deal, hiring spree
(23:58) mag 7 ai showdown: ranking the most likely ai winners, biggest stock divergences, and more
(42:41) why apple is fumbling ai and how they can fix it
(57:02) ipos and m&a heating up in 2025
(1:16:18) state of liquidity: spacs, direct listings, and more
(1:25:40) amazon's "kingmaker" position, job displacement
(1:37:47) sacks joins to discuss the genius act passing the senate
(1:52:13) animal trailer
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Offshore
Video
The All-In Podcast
Why Apple is fumbling AI, and how they could course correct (hint: buy OpenAI for $500B)
Thomas Laffont explains:
"I've studied Apple basically my whole career."
"If you think about their defining competitive advantage, it was the integration of hardware and software that led to the beautiful MacBook that we're all using. It led to the iPhone."
"And the fact that they were so coupled between hardware and software, the user interface, you know, etc. And I think it directly led to them winning ... the mobile era."
"In AI, they're the opposite. They don't control the silicon, they don't control the underlying models."
"And so now they're back to maybe, using a historical analogy, the PC makers who didn't control the OS."
"So I think the good news for them is, look, they still have a monopoly on users. They have $3T of market cap to kind of play with."
"So I think it's way too early to count them out."
"What's the most extreme thing that they could do? Just for intellectual sake, right?"
"Buy OpenAI for $500B. I'm just gonna put a crazy thing out there."
"So you think, okay, that's the most extreme."
"Well, is it even that extreme? And what would Apple's stock do that day?"
@chamath: "Go up."
"That's my view too. I actually think it would go up, not down even if they did something like that."
"I would love to see them be a little bit more aggressive."
tweet
Why Apple is fumbling AI, and how they could course correct (hint: buy OpenAI for $500B)
Thomas Laffont explains:
"I've studied Apple basically my whole career."
"If you think about their defining competitive advantage, it was the integration of hardware and software that led to the beautiful MacBook that we're all using. It led to the iPhone."
"And the fact that they were so coupled between hardware and software, the user interface, you know, etc. And I think it directly led to them winning ... the mobile era."
"In AI, they're the opposite. They don't control the silicon, they don't control the underlying models."
"And so now they're back to maybe, using a historical analogy, the PC makers who didn't control the OS."
"So I think the good news for them is, look, they still have a monopoly on users. They have $3T of market cap to kind of play with."
"So I think it's way too early to count them out."
"What's the most extreme thing that they could do? Just for intellectual sake, right?"
"Buy OpenAI for $500B. I'm just gonna put a crazy thing out there."
"So you think, okay, that's the most extreme."
"Well, is it even that extreme? And what would Apple's stock do that day?"
@chamath: "Go up."
"That's my view too. I actually think it would go up, not down even if they did something like that."
"I would love to see them be a little bit more aggressive."
tweet
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Investing visuals
Investing $10,000 in $TSLA 15 years ago would now be worth $2.4 million.
What do you think this could look like in 2035? https://t.co/lnOHLFBAeM
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Investing $10,000 in $TSLA 15 years ago would now be worth $2.4 million.
What do you think this could look like in 2035? https://t.co/lnOHLFBAeM
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Offshore
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Dimitry Nakhla | Babylon Capital®
Today the S&P 500 FCF Yield is ~2.8% (LTM)
That means for every $100 you invest, you’re pocketing about $2.80 in free cash flow
Here are 10 quality stocks that currently trade for a higher FCF Yield than $SPY, offering a chance to tap into greater cash flow potential👇🏽
🏦 Nasdaq $NDAQ | 2.96%
💳 Mastercard $MA | 2.98%
☀️ ASML $ASML | 3.06%
🖱️ Google $GOOG | 3.18%
📈 S&P Global $SPGI | 3.35%
🪪 Roper Tech $ROP | 3.57%
🧬 Novo Nordisk $NVO | 3.68%
🔬 Thermo Fisher $TMO | 3.73%
✈️ Booking $BKNG | 4.34%
📊 Salesforce $CRM | 5.89%
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Today the S&P 500 FCF Yield is ~2.8% (LTM)
That means for every $100 you invest, you’re pocketing about $2.80 in free cash flow
Here are 10 quality stocks that currently trade for a higher FCF Yield than $SPY, offering a chance to tap into greater cash flow potential👇🏽
🏦 Nasdaq $NDAQ | 2.96%
💳 Mastercard $MA | 2.98%
☀️ ASML $ASML | 3.06%
🖱️ Google $GOOG | 3.18%
📈 S&P Global $SPGI | 3.35%
🪪 Roper Tech $ROP | 3.57%
🧬 Novo Nordisk $NVO | 3.68%
🔬 Thermo Fisher $TMO | 3.73%
✈️ Booking $BKNG | 4.34%
📊 Salesforce $CRM | 5.89%
$SPY The S&P 500 free cash flow yield currently sits at 2.8%. https://t.co/eJDAaggn1L tweet
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App Economy Insights
📊 This Week in Visuals:
🌐 $ACN Accenture: AI Builds, Bookings Shrink
🫒 $DRI Darden: Olive Garden Delivers
https://t.co/XRcOwCxKA9
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📊 This Week in Visuals:
🌐 $ACN Accenture: AI Builds, Bookings Shrink
🫒 $DRI Darden: Olive Garden Delivers
https://t.co/XRcOwCxKA9
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Offshore
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App Economy Insights
What are you watching this week?
• Tuesday: $CCL $FDX
• Wednesday: $GIS $MU
• Thursday: $NKE
All visualized in our PRO coverage on Saturday. https://t.co/Kq8vyetr9D
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What are you watching this week?
• Tuesday: $CCL $FDX
• Wednesday: $GIS $MU
• Thursday: $NKE
All visualized in our PRO coverage on Saturday. https://t.co/Kq8vyetr9D
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Offshore
Video
The All-In Podcast
How AI Can Supercharge GDP and Bring Down Costs in the Medical Field
On E232, Thomas Laffont explained how at a recent event he hosted, there was a lot of talk about AI having a more positive impact on GDP than previously thought.
"There was a lot of talk on the GDP side, what if AI can increase productivity and regrow GDP faster than expectations?"
He gave an example of doctors using an AI tool to 10x productivity:
"Even taking doctors as an example, this new company comes in and develops kind of a diagnosis engine."
"And already a third of US physicians are on the platform using it 10x a day to help diagnoses."
"You multiply that by the legal profession, coding I think we're already seeing."
"What if we just see an explosion of productivity gains across both the physical and the digital economy?"
Friedberg broke down how this could also increase patient access and reduce costs while growing GDP:
"The doctor one is a good example. If someone had the opportunity to go get more regular preventative checkups, they would."
"The problem is, it's very expensive, it's hard to get an appointment, or insurance won't cover it."
"But if the cost to a doctor goes down because they can leverage AI, the throughput goes up by 10x."
"They can see 10x as many patients per day. Then suddenly diagnostic care becomes more available."
"They can charge for that. They don't need to charge the same amount."
"The price will come down per checkup, more people will be able to get a checkup per day."
"So that grows GDP in diagnostic care."
tweet
How AI Can Supercharge GDP and Bring Down Costs in the Medical Field
On E232, Thomas Laffont explained how at a recent event he hosted, there was a lot of talk about AI having a more positive impact on GDP than previously thought.
"There was a lot of talk on the GDP side, what if AI can increase productivity and regrow GDP faster than expectations?"
He gave an example of doctors using an AI tool to 10x productivity:
"Even taking doctors as an example, this new company comes in and develops kind of a diagnosis engine."
"And already a third of US physicians are on the platform using it 10x a day to help diagnoses."
"You multiply that by the legal profession, coding I think we're already seeing."
"What if we just see an explosion of productivity gains across both the physical and the digital economy?"
Friedberg broke down how this could also increase patient access and reduce costs while growing GDP:
"The doctor one is a good example. If someone had the opportunity to go get more regular preventative checkups, they would."
"The problem is, it's very expensive, it's hard to get an appointment, or insurance won't cover it."
"But if the cost to a doctor goes down because they can leverage AI, the throughput goes up by 10x."
"They can see 10x as many patients per day. Then suddenly diagnostic care becomes more available."
"They can charge for that. They don't need to charge the same amount."
"The price will come down per checkup, more people will be able to get a checkup per day."
"So that grows GDP in diagnostic care."
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Investing visuals
I won’t be surprised if $AMD data center revenue surpasses $10B in 2030. https://t.co/R3Ar6mVJIQ
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I won’t be surprised if $AMD data center revenue surpasses $10B in 2030. https://t.co/R3Ar6mVJIQ
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