TBPN

SpaceX Financials, Chimpanzee Civil War, Self-Driving Safety, Ferrari

Investors who participate in the IPO will essentially be financing Musk's unproven AI ambitions in order to get a piece of uh high performing commercial space and telecom firm.

Prof G Markets

The Ceasefire Is Cracking — What Markets Are Missing | Prof G Markets

Earnings are holding up, but multiples were not. And to me that's really the story because you know if anything estimates have gone higher and you were getting you know the tech sector at the lowest multiple going back to 2022.

Invest Like the Best with Patrick O'Shaughnessy

Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]

Alan thinks about the financial system the way a historian would, studying the incentives, guardrails, and market structure that determine how things play out.

TBPN

We're Back! $1B GLP-1 Lessons. AI Funding Debates. China's 2030 Master Plan.

Companies don't unilaterally trade at 1x revenue. Like that's that that's sort of a given in this article. It's sort of presupposed that if you're doing 1.8 billion in revenue, uh, you would trade above a billion dollars.

Hidden Brain

The Debt Trap

We like to think that good financial decisions come down to discipline and basic math. But the psychology of money turns out to be deeply complicated.

Semafor

FCC Chairman Brendan Carr on the NFL's Streaming Push, Iran Coverage, and Media M&A

You're trying to see where is the market going rather than taking a very static snapshot of where it is today.

Prof G Markets

Why So Bullish? Markets Cling to Iran Hopes | Prof G Markets

It's really ironic that Nvidia, the largest stock in the S&P 500, is disrupting its own siblings to some degree in the software space.

Prof G Markets

Brutal Quarter Ends With a Rally — But Risks Are Rising | Prof G Markets

When you're really kind of starving for accurate information uh you know out of out of both sides in terms of what is the condition of the straight of Hormuz uh how is it you know what what is the traffic look like? What is the potential for that to get back online? what is the the knock-on effect going to be for the global economy? all of these, you know, unanswered questions. Um, I think that just makes markets, uh, you know, a little bit more aggressive and volatile when you get any snippet of good news

The Business of Tech

How AI is transforming the classroom, with Nadim Nsouli

I was a partner at a private equity firm and they used to invest in the education sector. And as I spent time looking at the sector, I really fell in love with the school sector and I looked more closely at the opportunity and my view was how nice would it be to have a group of the best schools around the world that maintain the ethos and values of the schools that are part of the group, but yet share global best practices.

Invest Like the Best with Patrick O'Shaughnessy

Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]

Unlike most firms chasing power law outcomes, Lead Edge is designed to deliver consistent returns by talking to thousands of companies a year, applying a rigorous eight-point criteria to filter down to a handful of investments.

The Business of Tech

How AI is transforming the classroom, with Nadim Nsouli

I was a partner at a private equity firm and they used to invest in the education sector. And as I spent time looking at the sector, I really fell in love with the school sector.

Compound Interest

Why KKR Wants Your, Yes Your, Money

The argument in favor of allowing everyday investors to own this stuff is that this stuff has made people really rich over long periods of time and so if you only let rich people own it, they're only going to get richer and the wealth gap explodes.

Pivot

Kara Swisher Explains Why Airport Chaos is "Trump's Chaos"| Pivot

Probably the most obvious investment in the middle class is investments in infrastructure. Because when people can get to work, when people have more opportunities, when people can spend more time with their families, when people have an absence of stress, when they can take their kids to Disneyland, you know, that's that's accretive to the prosperity of their life.

Invest Like the Best with Patrick O'Shaughnessy

Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]

Unlike most firms chasing power law outcomes, Lead Edge is designed to deliver consistent returns by talking to thousands of companies a year, applying a rigorous eight-point criteria to filter down to a handful of investments, and leveraging a uniquely constructed LP base of world-class executives and entrepreneurs.

Prof G Conversations

NYT CEO: 'We're Not Pulling Our Punches” | Prof G Conversations

We have made a sustained and very deliberate investment over a very long period of time in original independent journalism. That's in journalists, and in the support system structure around them to make sure they can do extraordinary work.

TBPN

Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN

But if TSMC is bottlenecked and TSMC is sort of riskoff and they're not going to be, you know, guiding to like insane capex numbers while every American hyperscaler is, well, that creates an opportunity for Samsung.

Decoder with Nilay Patel

Paramount's $110 billion Warner Bros. gamble

why would anyone want to buy Warner, which has basically killed every acquirer it's had for the last quarter century?

The Prof G Pod – Scott Galloway

Nvidia Says $1T Is Coming — The Market Isn’t Buying It | Prof G Markets

Investors don't believe the great data center build that will continue into next year. The market is now telling us that it is expecting 2026 to be the peak year in the data center buildout.

Prof G Markets

War With Iran Is Rewriting Global Markets | Prof G Markets

If you dollar adjust it, if you're a foreign investor last year, out of 23 major markets, the US came in 21st.

The Prof G Pod – Scott Galloway

What $4 Gas Would Do to the Economy | Prof G Markets

There's this old adage, uh, prices rise like a rocket, fall like a feather, but this time it it was a rocket on steroids.

TBPN

🔴 Dr. Alex Karp LIVE on TBPN

An eight-year-old today doesn't need a driver's license when they're 16. And I think, going back to your point, it's easy to get in these modes where geopolitical white knuckle moment. But if you look, I think ultimately Tesla autonomous is worth a trillion dollars going to a Tesla story.

TBPN

History’s Largest Oil Disruption, Oil & AI, Sundar's New Pay Deal | Alex Epstein, Dr. Alex Wissner-Gross, Charles Lamanna, Julien Bek, Eoghan McCabe, Michelle Volz

Crude oil is five standard deviations above its fifty day moving average. Statistically speaking, this occurs every nine thousand five hundred years.

TBPN

Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN

crude oil is five standard deviations above its 50-day moving average. Statistically speaking, this occurs every 9,500 years.

Invest Like the Best with Patrick O'Shaughnessy

John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems

The Prof G Pod – Scott Galloway

The man who predicted the 2008 financial crisis on impending market risks @RealEismanPlaybook

So much money is being spent. Are the returns that these companies are going to generate going to justify those returns? I suspect not.