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Moon Dev
solana trenches were just waiting for all the incels to pivot to ai https://t.co/rEsH8C2Hbm
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Quiver Quantitative
Senators Josh Hawley and Richard Blumenthal have introduced a bipartisan bill that would force AI data centers to build out their own power supply.

What do you think about this proposal? https://t.co/qfU0Ynr5d0
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Javier Blas
IEA executive director Fatih Birol proposes focusing the agency's work in three areas during the next few years:

1) energy security -- "first and foremost" mission
2) new energy uptake (wind, solar, geothermal, nuclear)
3) afordability of energy

"IEA 3.0" may well be over.
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Fiscal.ai
Can any company disrupt this business?

$MCO https://t.co/pywBHPVZL5
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The Transcript
$LYFT CEO: Lyft Ads scaled from concept to $100M exit run-rate in just two years.

“Lyft Ads, 2 years ago, when we were doing Investor Day, it was an idea. It was an early concept. Now we've done exactly what we said we wanted to do, which is reach $100 million run rate exit rate from Q4.”
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Javier Blas
Words matter:

(Quick count of IEA executive director Fatih Birol's opening remarks at the agency's biennial ministerial meeting in Paris today)

Security: 11
Nuclear: 8
Oil: 6
Gas: 6
Hydro: 4
Afordable / afordability: 4
Solar: 3
Wind: 2
Geothermal: 2
Climate: 2
Net zero: 0

IEA executive director Fatih Birol proposes focusing the agency's work in three areas during the next few years:

1) energy security -- "first and foremost" mission
2) new energy uptake (wind, solar, geothermal, nuclear)
3) afordability of energy

"IEA 3.0" may well be over.
- Javier Blas
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Fiscal.ai
Intuit is now in its largest drawdown ever.

$INTU https://t.co/YqRZZWZAEE
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Quiver Quantitative
This is wild.

Hecla stock has now risen 295% since we posted this report.

Up another 5% today. https://t.co/LnvO4vT3Rk
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Brady Long
RT @thisguyknowsai: BREAKING: McKinsey charges $500K for market research Claude does in 4 minutes.

I reverse-engineered how their analysts actually prompt it.

Here are the 12 prompts they use that nobody talks about: 👇 https://t.co/gIzFCljh8X
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The Few Bets That Matter
The problem with investors on this platform is that they all start from the premise that their bull thesis is right and just needs more time.

What if... You were wrong?

https://t.co/o8eurocwwU
- The Few Bets That Matter
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