BTA ➰ RL with three exits (acq’ by @shopify, @messagebird & @peak_hq).
London
Joined February 2009
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Adam Cavanagh retweeted
Twenty-five of the most valuable companies on earth just published the best argument for open, decentralized blockchains ever written.
I'll let you see for yourself.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
What a wild start to the year and ending Jan with a literal bang!💥📉
Feb, ride the choppy 🌊
March -> April, get aboard the 🚀
May - who knows 📈
* 40% in 40 days
* 60% in 90 days
* The rest, unknown...
Lean into Blue Cantrell & just ‘Breathe’. 💥
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I’ve been tested beyond belief this year… just had to double check this. Obviously, these subjects aren’t Everton, Cubs or Packers fans.
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Great little Lehman’s terms article/video on rates, rate cuts & how we get there.
Think I’ll start using the ‘dot plot’ for my own predictions and build a small data suite of my own.
The Fed meeting is likely to feature a rate cut and a lot more. What to expect cnbc.com/2025/12/09/the-fed-…
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Continuing to double down in 2026 on US banks. This in general is met with apprehension from a personal standpoint but from an investment perspective… 📈
on.ft.com/3XSupnf The US is deregulating banks. Will the rest of the world follow?
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Jesús, this is good.
Risk Tolerance - oaktreecapital.com/insights/…
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Of course. Actual pain.
Scott Hanson confirms NFL RedZone will have commercials in some capacity this season — which is something he has no control over.
The intro will be: “7 hours of RedZone Football start now.”
(via @PatMcAfeeShow)
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The pursuit of happiness…. 🏔️
A CEO of mine shared this with me a decade ago and it never left me. Well worth 5, 10, 20 minutes of your time heading into the weekend.
When you understand your flow state, you’ll know why, when, and how you feel most satisfied at work, and more importantly, in life.
SIKSZENTMIHALYI'S FLOW THEORY - sciencedirect.com/topics/psy…
TED - ted.com/talks/mihaly_csiksze…
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Nike do not miss at the minute. So happy to see this performance last night. Opportunity one - taken. ⌚️
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Can imagine some European startups physically vomiting at this notion. JH is one of a kind. Exceptional leader, exceptional company.
🚨Why Nvidia CEO Jensen Huang is generous with comp: "If you take care of people, everything else takes care of itself."
@Jason:
"Somebody who was inside your organization told me that you have a secret pool of options and that you will randomly just, if somebody does a great job, drop a bunch of RSUs on top of them."
"And that you have this little bag of options you carry around and that you give them out."
Jensen Huang:
"That's nuts."
Jason:
"Is that true?"
Jensen:
"Yeah, I'm carrying them in my pocket right now."
"So this is what happens. I review everybody's compensation, up to this day, at the end of every cycle."
"I go through the whole company, and I've got my methods of doing that. I use machine learning, I do all kinds of technology."
"I sort through all 42,000 employees. And 100% of the time I increase the company's spend on OpEx."
"And the reason for that is because if you take care of people, everything else takes care of itself."
@nvidia
Thanks to our partners for making this happen:
@NYSE: nyse.com
@VISA: usa.visa.com
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