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North Shore, LI
Joined August 2011
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After listening to @FoundersPodcast on @paulg I've become a true believer. Be Prolific. Be Relentlessly Resourceful (paulgraham.com/relres.html). and I'm adding Be Resilient. New pinned tweet.
@paulg quote is going on my wall.
"Being prolific is underrated. The more different things you try, the greater the chance of discovering something new. Understand, though, that trying lots of things will mean trying lots of things that don't work. You can't have a lot of good ideas without also having a lot of bad ones. [21]"
Starting to think this may be the basis for momentum and bubbles in markets and why ultimately they don’t break for longer than expected. So many are incented for them to continue.
Last few weeks has been a Munger crash course. Pods - leverage, Jensen - ladies….
Nvidia CEO Jensen Huang admits affair, board to launch investigation axios.com/2026/11/08/nvidia-…
This is the Diplomat happening in real time?
BREAKING: Secretary of State Marco Rubio now expected to resign and launch a presidential bid, as he "needs to distance himself from the Iran war and pin that one on Trump," per The Independent.
He will "run for the hills in the aftermath of the midterms humiliation," one Rubio ally said.
"Rubio will be gone after the midterms. There will be about four or five of them running for the hills," the Rubio ally adds.
A Republican source close to Rubio said "The country has completely turned against Trump. People cannot even say where Iran is on a map and do not get this war. The cost of gas has really pissed people off."
Another great All-In. The $GOOGL discussion was interesting. @chamath raised the issue about the shifting investor base if it looks more like a conglomerate but I was surprised no one raised the idea of beginning to spinoff various assets. Wonder if you see an activist in there at some point?
POD UP! 🚨
-- Anthropic S-1 Shocker: Greatest Business Ever?
-- AI's Biggest Financial Risk
-- Google’s $500B Wipeout
-- Midterm Predictions
(0:00) Bestie Intros
(3:22) Anthropic S-1 Breakdown: Greatest Business Ever?
(32:47) AI's Biggest Problem and Anthropic's Doomer Showdown
(1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong?
(1:14:17) Final Midterm Predictions and Scenarios
Tim Rotolo retweeted
Over the past month, the 10y has become much more correlated to the Nasdaq than oil.
This is a more risky regime...If the Fed decides that it must slow AI to calm inflation, then there is no easy "supply side" end to the tightening cycle.
The irony of this being launched the day Weil Gotshsal falls isn’t lost on me. Oh, the times they are a changing’….
