⁠The Kobeissi Letter
BREAKING: THE S&P 500 OFFICIALLY ERASES +4.5% GAIN AND TURNS RED ON THE DAY.

$2.3 TRILLION erased over the last 3 hours. https://t.co/t3pJ0tdkbS
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⁠The Kobeissi Letter
BREAKING: The White House says reciprocal tariffs will continue to go in effect even while deals are negotiated.
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⁠The Kobeissi Letter
RT @TKL_Adam: Talk about a shift in sentiment:

The 10-year note yield now pushing above 4.20% while the S&P 500 falls -4.5% in 3 hours.

Yields are ABOVE levels seen before "Liberation Day."

Once again, bond markets are telling us something. https://t.co/zOQcikVObA
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⁠The Kobeissi Letter
Follow @TKL_Adam for insights directly from our founder!

Talk about a shift in sentiment:

The 10-year note yield now pushing above 4.20% while the S&P 500 falls -4.5% in 3 hours.

Yields are ABOVE levels seen before "Liberation Day."

Once again, bond markets are telling us something. https://t.co/zOQcikVObA - Adam Kobeissi
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⁠The Kobeissi Letter
BREAKING: Apple stock, $AAPL, falls over -3.5% as White House says Trump believes the US has capability to make iPhones.

Now down -8% in 3 hours. https://t.co/sbNBhLMtdC
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⁠The Kobeissi Letter
BREAKING: The S&P 500 extends losses to -230 points in under 4 hours as the White House confirms reciprocal tariffs and 104% tariffs on China will go live at 12:01 AM ET. https://t.co/IwndM5vkk2
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⁠The Kobeissi Letter
We just witnessed one of the biggest bull traps of the year:

Buyers of stocks when the S&P 500 was at 5270+ just 4 hours ago are now rushing to the exit.

This market moves as a herd, stay ahead of it. https://t.co/VHe3txB9NT
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⁠The Kobeissi Letter
BREAKING: The Volatility Index, $VIX, surges above 50. https://t.co/j1G3yDBSCs
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⁠The All-In Podcast
Friedberg + Colin and Samir on GenAI Content Creation

📈 Backend tools are becoming widely adopted, without the audience knowing

🤖 AI-only outputs are still rare

@friedberg lays out the vision for the future of AI content:

"As GenAI gets better and better and better, do we have agents that ingest the news, ingest content, ingest data, repackage it, and then create new versions of, through an iterative process to to kind of hack the algorithm, to figure out how do I get stuff that people stay on?"

"What's the right cut rate? What's the right color balance? What's the right sound? What's the right audio? What's the right music?"

"And ultimately the GenAI does what great content creators like Jimmy (@MrBeast) took 10 years to do in a couple weeks."

@colinrosenblum (from @ColinandSamir):

 "For me personally, there's no GenAI channels that are 100% GenAI that I am watching, or at least that I know of."

"But I mean, even within our organization and with a lot of other creators, the amount of AI tools that we're using from scripting to even cutting the angles on our show, like we're continually adopting more and more AI tools and I think, which is the way it should be, the audience, I don't think even really can tell."

Thanks to our partners for making this happen:

-- @gemini: https://t.co/inOdTdXC9i

-- @function: https://t.co/j1Z6TZUJka (use gift code ALLIN100 for $100 off membership - limited to the first 1K listeners)

-- @niagenplus: https://t.co/n6kmd4PgAN
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