Anthony Pompliano 🌪

My rules of business: Build shit people want, never give up, avoid assholes, question assumptions, learn new ideas & always reward ambition

This may be the most important interview I have ever done. @nicknemo17 used the latest AI tech to analyze private credit by going loan-by-loan. He alleges the truth is VERY different than what is being marketed. Nick could be the next Michael Burry or Harry Markopolos.

We are dropping an EXPLOSIVE interview with @NickNemo17 later this morning. This guy may blow the whole private credit issues wide open.

@clinkie44 @Scorpio6761 The Treasury Secretary is now referencing it in public comments, so you should probably start paying attention!

@APompliano @Scorpio6761 Irrelevant metric. Fed doesn’t care about this site

Inflation now at 1.65% this morning. Although inflation is still below the Fed’s target of 2%, the real-time inflation metric has nearly doubled in just a matter of weeks. As I have been saying, the direction of travel is more important than the exact number.

@sahil_harriram Blind squirrel finds a nut every once in awhile

@APompliano This is by far the best take on proper AI implementation in businesses A rare good take from you (these days)

Here are 13 things learned after making a big push to integrate AI into our companies: 1. We haven’t replaced a single external SaaS tool with something we built internally. 2. We have refrained from hiring numerous entry level jobs because AI can do the work faster/better/cheaper. 3. The automation provided by AI highlights how much time every person was wasting on tedious tasks daily. 4. Each company is capturing more revenue and each employee is becoming more productive. 5. There is still a bit of apprehension in giving agents full control of machines or systems. 6. There has been no obvious trend in age, gender, or role for those who adopt AI the fastest. More of a mindset than anything. 7. Many non-technical people have started to create software tools or products, which has changed the speed of execution across the companies. 8. One downside is the AI slop across written documents/memos. If humans don’t review the content, it is painful to read and I worry critical thinking gets lost. 9. The implementations of AI are incredible once you get them done, but it is much more difficult to build/implement than most people want to communicate online. Persistence needed! 10. We have walked away from numerous potential small acquisitions because we realized we could build the product ourselves for a fraction of the cost. 11. Our best engineers are invincible now. They produce high quality products at warp speed. Forget 10x engineers, they are 1,000x engineers now. 12. The adoption of AI starts at the top. If the company leader is not constantly asking “how do we automate this?,” it is harder to drive internal change. 13. I am personally working harder than I have in a long time and having more fun than ever. It feels like a moment in time that has to be seized. Overall, I believe AI is underestimated, not overestimated. The worries about SaaS software are probably overblown. The labor market impact is very real and only accelerating. Businesses are fundamentally changing. Start paying attention!

No one is bragging about that point, but you highlight a common misconception. The most American thing we can do is to embrace capitalism and democracy. Socialism, on the other hand, would encourage “jobs programs” at companies where the jobs are not needed. Ruthless competition should rule the day. We create better companies that way, which ultimately leads to more jobs over time. Plus, we are hiring tons of experienced/senior leaders, so we employ more people today than we did a year ago :)

@APompliano As a America first guy kinda funny to hear you brag about NOT hiring people when many people are struggling for work

@PEoperator BAN THE SLOP! 😂🤝

Great list on deploying AI at companies. I copied his list and provided my own takes below each. Bottom line up front: this is a pivotal moment. It’s hard, but those who put the work in stand to build a lead, maybe even a moat. Lessons from deploying AI: 1. We haven’t replaced a single external SaaS tool with something we built internally. - we haven’t technically replaced, but we did avoid buying new SaaS 2. We have refrained from hiring numerous entry level jobs because AI can do the work faster/better/cheaper. - 100% same 3. The automation provided by AI highlights how much time every person was wasting on tedious tasks daily. - Agree although I wouldn’t call it wasted time as much as it was inefficient tasks. People were doing what they had to do, processes were just inefficient. AI eliminates that. Splitting hairs here… 4. Each company is capturing more revenue and each employee is becoming more productive. - Not yet for us but expect soon. (I’m sure we have more productive employees but haven’t measured yet) 5. There is still a bit of apprehension in giving agents full control of machines or systems. - We haven’t reached exploring agentic control yet but I expect the same. 6. There has been no obvious trend in age, gender, or role for those who adopt AI the fastest. More of a mindset than anything. - Generally agree although if you squint you’d see adoption skewing younger than our avg age 7. Many non-technical people have started to create software tools or products, which has changed the speed of execution across the companies. - We haven’t seen non- technical ppl build these yet on their own, but they are deeply involved. 8. One downside is the AI slop across written documents/memos. If humans don’t review the content, it is painful to read and I worry critical thinking gets lost. - I hate AI slop with a passion. It’s too long and it’s almost always poor thinking. I have an email drafted to the whole company BANNING slop. Make writing great again! 9. The implementations of AI are incredible once you get them done, but it is much more difficult to build/implement than most people want to communicate online. Persistence needed! - So hard. Tons of details. 10. We have walked away from numerous potential small acquisitions because we realized we could build the product ourselves for a fraction of the cost. - We are looking harder at acquisitions (industrial) because we believe we can win more buggy by leading on the deployment of AI. 11. Our best engineers are invincible now. They produce high quality products at warp speed. Forget 10x engineers, they are 1,000x engineers now. - No question. We would need at least five more to accomplish what we have to date. We have one. 12. The adoption of AI starts at the top. If the company leader is not constantly asking “how do we automate this?,” it is harder to drive internal change. - Agree strongly 13. I am personally working harder than I have in a long time and having more fun than ever. It feels like a moment in time that has to be seized. - Feel exactly the same. This is a moment.

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

It is energizing to talk with @PeterDiamandis. We discussed the latest developments in AI, universial high income, why we need more humans, how to prepare for the age of abundance, the value of scarcity moving forward, and his advice for investors. Enjoy!

War correspondents are some of the most courageous people in the world. Kudos to this guy for surviving a missile strike only feet away.

@philrosenn 👀

Energy stocks this year: - Valero: +46% - ConocoPhillips: +30% - ExxonMobil: +29% - Chevron: +29% - Williams Companies: +21% - Kinder Morgan: +20% $XOM $CVX $COP $WMB $VLO $KMI

“Siri, show me how unprecedented the oil price spike is…” (H/t @MenthorQpro)

@Scaramucci 🔥

My son AJ just bought a Pokémon card for $16.5 million. And yeah — I’m proud. Here’s the thing people don’t understand about that purchase. AJ has been a Pokémon collector his whole life. Stanford Business School. Serial entrepreneur. Venture capitalist. He didn’t wake up one morning and decide to spend $16.5 million on a card. He sees it as a one of one. An irreplaceable asset. And think about this — the avid Pokémon collectors are in their 30s right now. Imagine those same people in their 60s. With real money. With nostalgia. With the means to pay whatever it takes to own a piece of their childhood. The possibilities are endless. He’s building something called Treasure Trove. He’s telling me he wants to buy a T-Rex next. A Declaration of Independence. Assets that cannot be replicated. Cannot be printed. Cannot be debased. Before long he’s going to have a balance sheet full of things that are truly irreplaceable. And beyond the investment — he captured the internet. Everyone is talking about it. He arrived. That’s my boy.

In the span of a few years, we went from oil futures trading negative during COVID to oil flying higher now due to countries shooting missiles at each other’s energy infrastructure. There is no greater game than investing.

It should be obvious to everyone that the economic picture drastically changes if Iran is successful in destroying energy infrastructure across the Middle East. The short-term implications will get most of the headlines, but the long-term calculus feels more important. How do you build infrastructure in a region where an adversarial country can fly a cheap drone packed with explosives into your facility? How do you discount the risk of a persistent, decentralized threat? The rise of drones and counter-drone technology is going to be one of the most important aspects of commercial activity in the region. You have to protect against the new threat or you risk your entire business being destroyed at near zero cost to the attacker. Just as "information warfare" simply became "information," we are going to see the "battlefield" become "operational security." This is a big reason why I am excited about the prospects of $ONDS as a shareholder. We need American companies that own, operate, and scale drone technology, while having counter-drone capabilities deployed across commercial and military use cases. This entire sector will only get more important over time.

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

@cuysheffield This is cool

Excited to share Visa CLI, the first experimental product from Visa Crypto Labs. Check it out and request access here visacli.sh

@acceler8future @cfosilvia @grok No, Grok doesn't have the context of your personal portfolio

@APompliano @cfosilvia @grok could Grok 4.20 Heavy done this as well?

I saw the PPI report come out this morning. I opened up @cfosilvia and asked her "What will be the impact on my portfolio from the PPI report this morning?" She told me: - What was in the report - How it has impacted my portfolio this morning - What the 2nd order effects will likely be - What longer term impact will be - How Fed may respond - What to watch for moving forward Silvia did all of this in seconds and it was completely free. Sign up: cfosilvia.com