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Startup Archive
Mark Zuckerberg on the best advice Peter Thiel ever gave him
“Peter was the person who told me this really pithy quote that, ‘In a world that’s changing so quickly, the biggest risk you can take is not taking any risk.’ And I really think that that is true.”
Mark continues:
“Whenever you get yourself into a position where you have to make some big shift in direction or do something, there are always people who are going to point to the downside risks of that decision — and locally they may be right. For any given decision you make, there’s upside and downside. But in aggregate, if you are stagnant and you don’t make those changes, then I think you’re guaranteed to fail and not catch up. So to some degree, I think it’s really right that, over time, the biggest risk you can take is to not take any risks.”
Video source: @ycombinator (2016)
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Mark Zuckerberg on the best advice Peter Thiel ever gave him
“Peter was the person who told me this really pithy quote that, ‘In a world that’s changing so quickly, the biggest risk you can take is not taking any risk.’ And I really think that that is true.”
Mark continues:
“Whenever you get yourself into a position where you have to make some big shift in direction or do something, there are always people who are going to point to the downside risks of that decision — and locally they may be right. For any given decision you make, there’s upside and downside. But in aggregate, if you are stagnant and you don’t make those changes, then I think you’re guaranteed to fail and not catch up. So to some degree, I think it’s really right that, over time, the biggest risk you can take is to not take any risks.”
Video source: @ycombinator (2016)
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Offshore
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memenodes
I feel sad for you. He is looking at the fireworks, but you are looking at his phone lol.
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I feel sad for you. He is looking at the fireworks, but you are looking at his phone lol.
I actually feel bad for him https://t.co/eMpjwhp2Uu tweet
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memenodes
How to ruin your life:
> Be @memenodes
> Trade leverage for 365 days https://t.co/d5U8Aofm1S
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How to ruin your life:
> Be @memenodes
> Trade leverage for 365 days https://t.co/d5U8Aofm1S
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Lumida Wealth Management
LATAM markets are cranking.
They have outperformed $SPY in the last 1Y.
How do you benefit from it?
Pick the right stocks.
We chose LATAM Airlines. $LTM
It’s the dominant carrier across South America, riding a structural recovery in tourism & business travel.
It flew 87M passengers in 2025 (+8%), has expanding international and premium routes with ~16% operating margins, and $1B+ in FCF.
Yet it trades at ~12x forward earnings.
Read our analysis: https://t.co/aIPxSPfj4h
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LATAM markets are cranking.
They have outperformed $SPY in the last 1Y.
How do you benefit from it?
Pick the right stocks.
We chose LATAM Airlines. $LTM
It’s the dominant carrier across South America, riding a structural recovery in tourism & business travel.
It flew 87M passengers in 2025 (+8%), has expanding international and premium routes with ~16% operating margins, and $1B+ in FCF.
Yet it trades at ~12x forward earnings.
Read our analysis: https://t.co/aIPxSPfj4h
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The Transcript
$ARM CEO: MediaTek expects 15% smartphone unit decline due to memory shortages
"that's pretty consistent with what we've heard from other smartphone and handset providers around what they think the memory supply chain constraints could provide." https://t.co/QBtxPwTSkT
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$ARM CEO: MediaTek expects 15% smartphone unit decline due to memory shortages
"that's pretty consistent with what we've heard from other smartphone and handset providers around what they think the memory supply chain constraints could provide." https://t.co/QBtxPwTSkT
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Bourbon Capital
Stocks to Buy and Hold for the Next Decade
1. $AMZN - Amazon
Amazon’s global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.
AWS remains the backbone of global cloud infrastructure, now operating at a $142 billion annual revenue run rate. It offers the broadest functionality, security, and ecosystem in the market, powering the majority of enterprise and government cloud transitions. More than 90% of the top 1,000 customers use Graviton, which delivers up to 40% better price-performance.
Generative AI has already become a multi-billion-dollar growth engine for AWS. Bedrock reached multi-billion-dollar ARR with 60% QoQ spend growth, while Trainium2 is ramping faster than any internal chip in AWS history, offering 30–40% better price-performance than GPUs.
Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.
The company’s grocery and quick-commerce expansion continue to scale. Grocery now spans 1,000+ U.S. cities, with a target of 2,300 locations, while Amazon Now tripled Prime shopping frequency in India and is showing strong early results in the U.S. and U.K.
Advertising is another major growth driver. Prime Video ads now reach 315 million viewers across 16 countries, up from 200 million previously. AI tools such as Ads Agent and Creative Agent are improving advertiser ROI and accelerating campaign creation.
Thanks to its unmatched ecosystem, Amazon is widely expected to become the first company to surpass $1 trillion in annual revenue by 2028, underscoring its ability to monetize across multiple industries.
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Stocks to Buy and Hold for the Next Decade
1. $AMZN - Amazon
Amazon’s global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.
AWS remains the backbone of global cloud infrastructure, now operating at a $142 billion annual revenue run rate. It offers the broadest functionality, security, and ecosystem in the market, powering the majority of enterprise and government cloud transitions. More than 90% of the top 1,000 customers use Graviton, which delivers up to 40% better price-performance.
Generative AI has already become a multi-billion-dollar growth engine for AWS. Bedrock reached multi-billion-dollar ARR with 60% QoQ spend growth, while Trainium2 is ramping faster than any internal chip in AWS history, offering 30–40% better price-performance than GPUs.
Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.
The company’s grocery and quick-commerce expansion continue to scale. Grocery now spans 1,000+ U.S. cities, with a target of 2,300 locations, while Amazon Now tripled Prime shopping frequency in India and is showing strong early results in the U.S. and U.K.
Advertising is another major growth driver. Prime Video ads now reach 315 million viewers across 16 countries, up from 200 million previously. AI tools such as Ads Agent and Creative Agent are improving advertiser ROI and accelerating campaign creation.
Thanks to its unmatched ecosystem, Amazon is widely expected to become the first company to surpass $1 trillion in annual revenue by 2028, underscoring its ability to monetize across multiple industries.
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Benjamin Hernandez😎
Is digital privacy the next casualty of convenience? Growing use of location sharing, facial recognition, and AI tools is raising cybersecurity concerns, but with no immediate, direct impact on listed stocks. https://t.co/NT0yoDrDhJ
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Is digital privacy the next casualty of convenience? Growing use of location sharing, facial recognition, and AI tools is raising cybersecurity concerns, but with no immediate, direct impact on listed stocks. https://t.co/NT0yoDrDhJ
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Offshore
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God of Prompt
RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
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RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
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The Transcript
RT @TheTranscript_: $KKR Co-CEO stresses that not all software face disruption from AI:
"the market right now, and as you know, this happens when there's this much emotion all at once, is painting everything with one brush. We would just caution that not all software investments are the same" https://t.co/UtRlORvbFH
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RT @TheTranscript_: $KKR Co-CEO stresses that not all software face disruption from AI:
"the market right now, and as you know, this happens when there's this much emotion all at once, is painting everything with one brush. We would just caution that not all software investments are the same" https://t.co/UtRlORvbFH
$ARES CEO: AI will disrupt some software, not all.
"It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content creation or data analytics and visualization versus like real entrenched enterprise systems." tweet