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The Few Bets That Matter
$GOOG and others keep locking up energy supply, but the real bottleneck will be solved by hardware & software.
There will never be enough energy to run AI data centers at scale. Efficiency is the only way out. That’s where companies like $NVDA & $ALAB come in.
More efficient hardware > finding new energy sources.
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$GOOG and others keep locking up energy supply, but the real bottleneck will be solved by hardware & software.
There will never be enough energy to run AI data centers at scale. Efficiency is the only way out. That’s where companies like $NVDA & $ALAB come in.
More efficient hardware > finding new energy sources.
GOOGLE JUST MADE AN ALMOST $5B ACQUISITION
Google $GOOGL has agreed to acquire Intersect "a data center and energy infrastructure company" for $4.75 Billion in cash in addition to the assumption of debt - CNBC https://t.co/3HiV1940mL tweet
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EndGame Macro
https://t.co/tTHlRMhdYQ
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https://t.co/tTHlRMhdYQ
Retail sales data release postponed to mid-January, new home sales data postponed, housing starts report delayed to January 9th - scheduled for today
#MacroEdge tweet
AkhenOsiris
$CRM
While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% increase that executives say demonstrates a widening gap between speculative AI hype and deployed enterprise solutions generating measurable returns.
Agentforce, the company's autonomous AI agent platform, now serves 18,500 enterprise customers, up from 12,500 the prior quarter. Those customers collectively run more than three billion automated workflows monthly and have pushed Salesforce's agentic product revenue past $540 million in annual recurring revenue, according to figures the company shared with VentureBeat. The platform has processed over three trillion tokens — the fundamental units that large language models use to understand and generate text — positioning Salesforce as one of the largest consumers of AI compute in the enterprise software market.
"This has been a year of momentum," Madhav Thattai, Salesforce's Chief Operating Officer for AI, said in an exclusive interview with VentureBeat. "We crossed over half a billion in ARR for our agentic products, which have been out for a couple of years. And so that's pretty remarkable for enterprise software."
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$CRM
While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% increase that executives say demonstrates a widening gap between speculative AI hype and deployed enterprise solutions generating measurable returns.
Agentforce, the company's autonomous AI agent platform, now serves 18,500 enterprise customers, up from 12,500 the prior quarter. Those customers collectively run more than three billion automated workflows monthly and have pushed Salesforce's agentic product revenue past $540 million in annual recurring revenue, according to figures the company shared with VentureBeat. The platform has processed over three trillion tokens — the fundamental units that large language models use to understand and generate text — positioning Salesforce as one of the largest consumers of AI compute in the enterprise software market.
"This has been a year of momentum," Madhav Thattai, Salesforce's Chief Operating Officer for AI, said in an exclusive interview with VentureBeat. "We crossed over half a billion in ARR for our agentic products, which have been out for a couple of years. And so that's pretty remarkable for enterprise software."
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AkhenOsiris
$CART
Instacart is ending its AI-powered pricing tests, which led some users to see higher prices on certain products than others. “Now, if two families are shopping for the same items, at the same time, from the same store location on Instacart, they see the same prices — period,” Instacart writes in a blog post on Monday.
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$CART
Instacart is ending its AI-powered pricing tests, which led some users to see higher prices on certain products than others. “Now, if two families are shopping for the same items, at the same time, from the same store location on Instacart, they see the same prices — period,” Instacart writes in a blog post on Monday.
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The Few Bets That Matter
RT @WealthyReadings: The market is in a bubble.
I’m not sure anyone can or should even try to deny this, but most here misunderstand its source. It isn’t a valuation bubble, and the comparisons to the dot-com era are just plain wrong.
But we are in a bubble: a liquidity bubble.
To be more precise, we went through different liquidity bubbles and reached the point where this excess liquidity is now a necessity for the U.S. government. They issued too much debt, reached a point where they can’t pay it back, and now have to issue more simply to survive.
Part of this excess is distributed to companies which can sustain markets in ways that were not possible before, other to workers who can consume while they shouldn't be able to, or wouldn't have in the past.
In brief: it won’t be fixed tomorrow.
For decades, markets lived and died based on access to liquidity from the private sector. This is no longer the case. We entered an era of continuous liquidity from fiscal policies, which can be further boosted by monetary policies. But the baseline is, and will remain, much higher than historically - and will only grow from here.
So please, leave your Buffett Indicator and average multiples at the door. The data is real: we are above averages, but we also evolve in an incomparable environment.
You wouldn’t compare a lion’s lifetime in Siberia to one in Africa. Seems stupid, right? Same thing here.
We'll continue to have volatility, crashes, corrections and such. But in the medium term, without any resets, valuation's average will continue to trend higher because liquidity continues to trend higher.
Our job is to make the most of any situation. So let's focus on that.
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RT @WealthyReadings: The market is in a bubble.
I’m not sure anyone can or should even try to deny this, but most here misunderstand its source. It isn’t a valuation bubble, and the comparisons to the dot-com era are just plain wrong.
But we are in a bubble: a liquidity bubble.
To be more precise, we went through different liquidity bubbles and reached the point where this excess liquidity is now a necessity for the U.S. government. They issued too much debt, reached a point where they can’t pay it back, and now have to issue more simply to survive.
Part of this excess is distributed to companies which can sustain markets in ways that were not possible before, other to workers who can consume while they shouldn't be able to, or wouldn't have in the past.
In brief: it won’t be fixed tomorrow.
For decades, markets lived and died based on access to liquidity from the private sector. This is no longer the case. We entered an era of continuous liquidity from fiscal policies, which can be further boosted by monetary policies. But the baseline is, and will remain, much higher than historically - and will only grow from here.
So please, leave your Buffett Indicator and average multiples at the door. The data is real: we are above averages, but we also evolve in an incomparable environment.
You wouldn’t compare a lion’s lifetime in Siberia to one in Africa. Seems stupid, right? Same thing here.
We'll continue to have volatility, crashes, corrections and such. But in the medium term, without any resets, valuation's average will continue to trend higher because liquidity continues to trend higher.
Our job is to make the most of any situation. So let's focus on that.
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Fiscal.ai
PayPal is at a 10% free cash flow yield.
Value play or value trap?
$PYPL https://t.co/psALvs7fkW
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PayPal is at a 10% free cash flow yield.
Value play or value trap?
$PYPL https://t.co/psALvs7fkW
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The Few Bets That Matter
You only need a few great names to make a fortune, as long as you size up when you find them.
So why not focus on those only?
Current positions: $TMDX $ALAB $ONON $ETH $MSTR $BABA $NBIS $PATH 👇
https://t.co/oQtqE0KFFh
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You only need a few great names to make a fortune, as long as you size up when you find them.
So why not focus on those only?
Current positions: $TMDX $ALAB $ONON $ETH $MSTR $BABA $NBIS $PATH 👇
https://t.co/oQtqE0KFFh
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Clark Square Capital
$LUXE Mytheresa and Net-a-Porter right now https://t.co/GpkAWUX3Rd
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$LUXE Mytheresa and Net-a-Porter right now https://t.co/GpkAWUX3Rd
Looks like Saks isn't going to make it to New Year's https://t.co/AxPwbNDFf1 tweet
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EndGame Macro
This is not a business and government partnership. It is the full outsourcing of sovereign state functions to a figure who answers to no electorate, but whose actions shape the global balance of power. https://t.co/Fa4AKEoqal
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This is not a business and government partnership. It is the full outsourcing of sovereign state functions to a figure who answers to no electorate, but whose actions shape the global balance of power. https://t.co/Fa4AKEoqal
(1/3) 🇺🇸 The Private Pentagon: How Washington Weaponized Musk’s Infrastructure for the Next War
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I. The Hidden Doctrine: Strategic Leverage Through Privatization
Elon Musk’s elevation to the heart of U.S. national security architecture was not the product of mere entrepreneurial brilliance. It reflects a larger structural transformation in how America asserts power in the 21st century. As trust in institutions collapses and bureaucratic inertia stifles innovation, the United States has shifted to a more agile, deniable form of statecraft: embedding sovereign functions within privately controlled platforms.
Musk’s companies SpaceX, Starlink, Tesla, Neuralink, and X have evolved into more than market leaders. They now function as critical organs of U.S. infrastructure: in defense, energy, communications, and artificial intelligence. And crucially, they operate outside of traditional oversight. This privatized scaffolding can scale up instantly in a crisis or conflict, sidestepping the usual public scrutiny that hinders state mobilization.
This isn’t nationalization. It’s something more efficient and more dangerous: strategic hollowing of the state into a civilian-owned empire capable of both wartime execution and peacetime ambiguity.
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II. How the Musk Doctrine Functions in Practice
The clearest demonstration of this model is Starlink, Musk’s satellite internet constellation. While marketed as a civilian connectivity solution, Starlink is now a frontline asset in conflicts such as Ukraine, providing jam-resistant battlefield communications. It has been described in military planning circles as a redundant command-and-control grid for scenarios like a Taiwan conflict, where traditional infrastructure might be destroyed in a first strike.
SpaceX, meanwhile, now carries not only NASA payloads but also sensitive DoD and intelligence assets. Its classified arm, Starshield, is tightly integrated with U.S. military orbital surveillance and targeting functions. Through Starshield, Musk has effectively become the logistics commander of American space warfare infrastructure without a rank, a uniform, or a vote of Congressional approval.
Tesla’s Dojo supercomputer, originally trained for self-driving systems, is now being discussed as a viable platform for military-grade AI: drone swarming, ISR pattern recognition, autonomous convoy management. Musk has built the hardware and neural training base for battlefield autonomy, ahead of DARPA timelines.
Tesla’s vertically integrated supply chain including lithium, nickel, and cobalt mining and refining positions it as a strategic energy reserve. If China weaponizes rare earth exports, Tesla’s U.S.-based refining capacity and battery plants could pivot instantly into military energy logistics hubs.
Even Musk’s ownership of X (formerly Twitter) serves strategic U.S. interests. It provides deniable information operations infrastructure, with the ability to shape narratives in real time, disrupt hostile campaigns, or quietly amplify state-aligned voices. Unlike state-run media, it’s privately controlled and therefore exempt from FOIA, FARA, and Geneva restrictions. tweet