Wall St Engine
RT @wallstengine: Warren Buffett: "Be very careful who you work for, because you will take on the habits of the people around you."
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RT @wallstengine: Warren Buffett: "Be very careful who you work for, because you will take on the habits of the people around you."
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Wall St Engine
The Trump admin is weighing executive orders to fast-track nuclear expansion—aiming to 4x capacity by 2050. Drafts call for overhauling NRC rules, easing radiation limits, and deploying reactors on military sites and AI data centers. - NYT https://t.co/BD3Xxr63IF
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The Trump admin is weighing executive orders to fast-track nuclear expansion—aiming to 4x capacity by 2050. Drafts call for overhauling NRC rules, easing radiation limits, and deploying reactors on military sites and AI data centers. - NYT https://t.co/BD3Xxr63IF
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AkhenOsiris
Says the newly born protectionist!
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Says the newly born protectionist!
PRESIDENT TRUMP: CHINA SHOULD OPEN UP ITS MARKET TO USA — WOULD BE SO GOOD FOR THEM!!! CLOSED MARKETS DON’T WORK ANYMORE!!! - Wall St Enginetweet
AkhenOsiris
$GENI $SRAD stand to gain
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$GENI $SRAD stand to gain
Live betting represented more than 50% of DraftKings handle in Q1 2025, the first time in company history in-play wagering made up the majority of handle, $DKNG CEO Jason Robins said during today's earnings call - Ryan Butlertweet
AkhenOsiris
BBG:
It’s also unclear what some of the smallest economies could offer the US in exchange for more preferential treatment.
For example, Lesotho, an African mountain kingdom with a population less than Chicago, has a substantial trade deficit to the US from exporting diamonds and apparel. Lesotho is one of the world’s poorest nations and faces a 50% reciprocal tariff if no deal is reached. It recently granted billionaire Trump backer Elon Musk’s Starlink a 10-year license to operate and has pledged to find ways to remove other obstacles to US investment.
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BBG:
It’s also unclear what some of the smallest economies could offer the US in exchange for more preferential treatment.
For example, Lesotho, an African mountain kingdom with a population less than Chicago, has a substantial trade deficit to the US from exporting diamonds and apparel. Lesotho is one of the world’s poorest nations and faces a 50% reciprocal tariff if no deal is reached. It recently granted billionaire Trump backer Elon Musk’s Starlink a 10-year license to operate and has pledged to find ways to remove other obstacles to US investment.
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Wall St Engine
Out of 158 million jobs in the U.S. economy, only 29 million are with S&P 500 companies. https://t.co/nRaN2l7fyd
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Out of 158 million jobs in the U.S. economy, only 29 million are with S&P 500 companies. https://t.co/nRaN2l7fyd
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The All-In Podcast
POD UP! 🚨 this one is all business 📈
legendary investor @plaffont fills in for @DavidSacks
-- fed hesitates on tariff uncertainty
-- ai tokens >> tariffs
-- google's value in a post-search world
-- creating a new mag 7
-- the death of traditional vc
-- what makes a great investor
++ much more
(0:00) the besties intro philippe laffont!
(2:12) miami f1 recap!
(12:10) fed holds rates steady on tariff uncertainty
(32:47) google drops after apple sees fall in search queries
(56:48) creating a new mag 7
(1:07:00) private markets: is traditional vc dead, coatue's new fund structure, what makes a great investor
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POD UP! 🚨 this one is all business 📈
legendary investor @plaffont fills in for @DavidSacks
-- fed hesitates on tariff uncertainty
-- ai tokens >> tariffs
-- google's value in a post-search world
-- creating a new mag 7
-- the death of traditional vc
-- what makes a great investor
++ much more
(0:00) the besties intro philippe laffont!
(2:12) miami f1 recap!
(12:10) fed holds rates steady on tariff uncertainty
(32:47) google drops after apple sees fall in search queries
(56:48) creating a new mag 7
(1:07:00) private markets: is traditional vc dead, coatue's new fund structure, what makes a great investor
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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #113 with Matt and Dan from Eagle Point Capital.
They discuss their backgrounds, research process, tariffs, two stock picks + much more...
https://t.co/l0CIzOvZNy https://t.co/uLh9XotOsw
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FRESH OFF THE PRESS 🔥
Investor interview #113 with Matt and Dan from Eagle Point Capital.
They discuss their backgrounds, research process, tariffs, two stock picks + much more...
https://t.co/l0CIzOvZNy https://t.co/uLh9XotOsw
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The All-In Podcast
J-Cal Explains Why Google is UNDERRATED in AI 👀
On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search.
@Jason broke down why he things Google is being slept on:
"I think there's a chance that we're underestimating the power of Google's ad network right now."
"They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android."
"They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out."
"It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable."
"We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results."
"So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in."
"That could be a better advertising product than even search itself."
"I think YouTube search is the place to go all-in."
"Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing."
"You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar."
"You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?"
"And it should do a Gemini search inside of Google Calendar. It's very light right now."
"And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."
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J-Cal Explains Why Google is UNDERRATED in AI 👀
On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search.
@Jason broke down why he things Google is being slept on:
"I think there's a chance that we're underestimating the power of Google's ad network right now."
"They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android."
"They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out."
"It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable."
"We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results."
"So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in."
"That could be a better advertising product than even search itself."
"I think YouTube search is the place to go all-in."
"Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing."
"You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar."
"You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?"
"And it should do a Gemini search inside of Google Calendar. It's very light right now."
"And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."
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