Barbara Gray, CFA

Introducing GPT-5.5 A new class of intelligence for real work and powering agents, built to understand complex goals, use tools, check its work, and carry more tasks through to completion. It marks a new way of getting computer work done. Now available in ChatGPT and Codex.

everyone who’s playing with 5.4 and 4.6 is in existential psychosis and the rest of the world has no idea what gibberish we’re talking about, and they’ll will be smacked in the face by end of year 2026

This AI ad is wild 😂 twitter.com/brahma_4u/stat…

remember when covid started happening and you were on 4chan like holy shit and then you told your friends about it IRL and they didn't take you seriously at all and had no idea? and then two months later the entire world shut down that's where we're at with AI rn

i never want to read any other way again.

@unusual_whales @unusual_whales Not new news! That was reported a year ago! techcrunch.com/2024/12/11/app…

JUST IN: Apple, $AAPL, is developing its first server chip for AI, code-named "Baltra," and is working with Broadcom, $AVGO, on the crucial networking technology to avoid buying from Nvidia, $NVDA

Black Friday isn't about the grind. it's the glory entrepreneurs are built different

@BradWestPoCo I wish more of our leaders had the courage to speak the truth like you.

The House of Cards in B.C.’s Economy British Columbia, and much of the country, is confronting the consequences of an economic model that was never built to last. For years, we have been told a comforting story about growth — that as long as cranes dot the skyline and property values climb, prosperity will follow. But beneath that veneer lies a stark truth: our economy is not driven by value-added manufacturing, groundbreaking technology, innovation, or by unlocking our vast natural resource potential. It is built almost entirely on real estate and relentless population growth driven by mass immigration. And it relies on the building and selling of homes to the next wave of newcomers. This is not diversification. This is dependency. And like all dependencies, it eventually demands a price. The Shift Away from Real Wealth Creation In the not-too-distant past, B.C.’s prosperity came from sectors that created enduring value: forestry and mining that supplied the world; fisheries that sustained communities; manufacturing that turned raw materials into products; and, in more recent years, tech companies that could compete globally. Today, those industries are shadows of their former selves in our economic mix — thanks, in part, to the strangulation of over-regulation and inordinately lengthy approval processes that are easily weaponized by those ideologically opposed to resource extraction. Their demise is not a naturally occurring phenomenon — and it is reversible — but it reflects the agenda and decisions of policymakers. In their place, real estate has become the dominant force, representing nearly 30% of B.C.’s GDP with its ancillary sectors. That’s a hell of a lot of eggs in a single basket, and the province’s balance sheet has become frighteningly tied to this cycle. As the government oversaw this reorganization of the economy, it sent out the proverbial bat signal that investment capital didn’t belong in business development, but in land. Message received. Billions upon billions poured into bidding up land prices. Among the many consequences of this misallocation of capital are high land values squeezing out industrial employers and gnawing away at industrial land, weakening our capacity to make and export things. Today, industrial land makes up barely 4% of Metro Vancouver’s landmass. Mass Immigration as Fuel for the Model This new growth machine runs on people — specifically, the rapid influx of newcomers. In theory, immigration is a tool to strengthen an economy, replenish a workforce, and foster innovation. But in practice, B.C. and Canada have relied on it as the primary fuel for real estate demand. And what a record they’ve set. In 2023 alone, Canada added 1.27 million people — the most in 66 years, and almost entirely through immigration. No other G7 country even comes close. The country’s notorious Temporary Foreign Worker Program and unprecedented number of International Students have figured prominently in this population surge, and programs once intended to fill specific gaps or foster academic exchange, have morphed into de facto population pipelines. It’s all about feeding the beast: bring in more people than the market can comfortably absorb, then build and sell homes to meet the stimulated demand. Rising prices are framed as a sign of economic health, when in reality, they are a sign of scarcity and strain. In B.C., the government has clung to this model by throwing community planning out the window with a series of legislation that overrides local decision-making and forces blanket upzoning without regard for infrastructure capacity or livability. But all the smoke and mirrors in the world can’t obscure the reality of where this has led us. Hospital emergency rooms close not sporadically, but routinely. More and more students are educated in portables rather than properly resourced schools. Infrastructure — from roads and public transit to sewers and utilities — is under immense strain.

@btibor91 Excited about ‘A Conversation with Sam and Jony’! Has OpenAI officially confirmed this yet?

OpenAI DevDay [2025] Agenda - 8:30 AM - Registration + Breakfast - 10:00 AM - Opening Keynote - 11:15 AM - Adopting Context Engineering with Cursor; Building with Open Models; Orchestrating Agents at Scale - 11:30 AM - Lunch - 12:00 PM - Evaluating Frontier Model Capabilities; Built for SF by SF: AI Solutions Helping Our City Thrive - 12:30 PM - Shipping with Codex - 1:15 PM - From Demos to Dollars: AMA with Unicorn AI Founders; Live Demo Showcase: Tools That 10x Your Codebase - 2:00 PM - Sora, ImageGen, and Codex: The Next Wave of Creative Production; OpenAI on OpenAI: Applying AI to Our Own Workflows; Measuring Agents with Interactive Evaluations - 3:15 PM - Developer State of the Union - 4:30 PM - A Conversation with Sam and Jony - 5:00 PM - OpenAI DevDay Reception - 7:00 PM - Event Ends

AAPL will somehow invest $600 billion in the US in the next four years in the US when its total capex in the past 4 years was $43 billion.

LIVE5TREAM THURSDAY 10AM PT

The decision makers of the last several decades have steered us to a profoundly unhealthy and unbalanced place. They became addicted to unsustainable population growth, using ever-higher immigration levels as a catch-all solution to every challenge. They oversaw the transition of our economy to one that is overly dependent on real estate. Everything has become secondary to feeding the beast of reckless, supercharged population growth: hospitals are overwhelmed, portables have replaced classrooms, congestion is growing, huge bills are coming for overwhelmed infrastructure, homes are detached from local economic conditions and wage growth has stagnated - but their answer is always the same: more.

@MPelletierCIO This Canadian has been to 24.

This Canadian has been to 14.

@Safinazelhadry @OpenAI @v0 Wow! This is absolutely brilliant! I love your creative thinking.

Got a bunch of DMs asking how I turned my resume into a Netflix style site, so I made a tutorial. Honestly feels illegal how easy it was to build in a couple hours! Shoutout to @OpenAI and @v0 for making it insanely simple!

@ShopprsDrugMart why do we have to pay $2 for a bag with no alternatives. This isn’t environmental. This is corporate greed. Bad customer experience.

Cheat code for attracting the right people: Be unapologetically yourself. When you edit your personality, you attract relationships that need constant maintenance. Stop filtering who you are to be liked. The right ones will stick. The wrong ones will walk. And that’s a blessing.

@currhenry I published a radical research report on Feb 25 (which I presented at an investment conference in Rome) on how AI Agent Capital would lead to the greatest capital supply shock we've seen since the Second Industrial Revolution. Happy to share.

I had a lot of fun researching and writing this piece: what if AI made the world’s economic growth explode? The macroeconomics of an extraordinary thought experiment: economist.com/briefing/2025/…

Last night, the Park Board chose delay over action, and Vancouver residents are the ones paying the price. Despite overwhelming public feedback calling for the immediate removal of the outdated Kits Pool advance booking system, the motion to scrap it was delayed until Sep. 15th, well after the pool closes for the summer. That’s not accountability, that’s deliberate inaction and this is just the latest in a long series of Park Board issues and missteps. We are paying the price with long wait times and limited to access to Kits Pool because Premier Eby is either unwilling or unable to follow through on his repeated commitment to transition the Park Board into City operations. Read my full statement here: vancouver.ca/files/cov/mayo… #vanpoli

Kits Pool should be open and accessible to everyone, all the time - no complicated booking system, no barriers. What made sense during the pandemic doesn’t anymore. It's time to bring back easy, drop-in access for all. I have sent a letter to all Park Board commissioners urging them to support @MCHVancouver's motion to immediately scrap the outdated advance booking system at Kits Pool. Thank you Marie-Claire for your leadership and to @JodyVance and @George_Affleck for your advocacy to make the pool accessible to everyone. #vanpoli