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Intellectus:You cant separate an entrepreneur from his business or his biz from his wealth.That is where it begins...wsj.com/articles/ambit…
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Intellectus Partners
1.2K posts
Intellectus Partners
@Intellect_us
Advisory for Entrepreneurs ; Innovation in Wealth & Investment
San Francisco, CA Katılım Haziran 2015
2.1K Takip Edilen647 Takipçiler
TRUMP–XI SUMMIT DOWNSIZED AS EXPECTATIONS FALL
The Trump–Xi meeting in Beijing is now expected to be a limited, low-impact summit focused on maintaining stability rather than major deals.
Key topics include trade, Iran, and fentanyl, but analysts say the U.S. has little leverage and Beijing is offering no clear agenda or concessions.
Instead of a “grand bargain,” the talks are likely to yield only modest steps like extending existing trade truces and maintaining limited sector cooperation.
Experts say shifting geopolitical conditions have strengthened China’s position, making meaningful breakthroughs unlikely.
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We are hiring(several roles):
We’re looking for a Head of Client Experience & Platform Engagement to own and elevate every aspect of how clients interact with our firm—from white-glove personal service & advice to next-generation AI tools.
linkedin.com/jobs/view/4410…
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Exciting developments continue at @The_TrueAnomaly share.google/zLIF4ex3XrUBg7…
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Intellectus Partners retweetledi
San Francisco Mayor Daniel Lurie: “We are no longer going to tolerate people using drugs on our streets. I’m not going to tolerate it as a father and I’m not going to tolerate it as the mayor.”
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Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren
She must be so proud to add another casket to her achievements.
Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service.
JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes.
The combined company would have held 9% of the US market against a Big 4 that already owned 80%.
For anyone who understands numbers: 9% isn’t a monopoly against 80%.
Warren said no.
She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024.
Her argument: the merger would cost consumers $1 billion a year.
Now look at her collateral damage she dusts under the rug.
510 pilots gone in the months after. 1,800 flight attendants furloughed in December.
14,000 jobs in 2023. 7,500 last week. Zero tonight.
And that’s just the people in Spirit uniforms.
Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back.
40,000 people out of work because of one woman’s moronic crusade against the market.
And the math ain’t mathing.
Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%.
That’s reality. Not some BS number from a “study.”
So @SenWarren tell me how this saves the consumer money?
Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years.
Warren killed it. That’s what moronic politicians led by socialism do.
Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.”
A win.
14,000 people are reading termination letters tonight.
And she’s taking credit.
This is socialism in 2026.
A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company.
She saved you a billion on imaginary paper.
She cost you ten times that in real life.
She didn’t protect consumers from anything.
14,000+ will go from working to welfare.
She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed.
Higher taxes. Fewer jobs. More expensive everything.
She called it a win. I hope you enjoy winning.
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The Sergey Brin story condensed…
1) “my family fled socialism in 1979”
2) “I began fighting hard to bring socialism to my new home”
3) “I succeeded in bringing socialism to California”
4). “I’m moving before I have to give these annoying socialists my money”
Accurate????
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Intellectus Partners retweetledi
On page twenty-six of “The Billionaire Tax” proposal in California, it explains how the state legislature can convert from a Billionaire Tax to an Everyone Tax without voter approval.
They can also adjust the tax to be a yearly tax, not just one time…again, without your approval.
Intelligence test for you: if this was meant to just target Billionaires, why did they write this in?
Chamath Palihapitiya@chamath
The Billionaire Tax is actually an Everyone Tax. The Billionaire Tax is a new tax proposal written by four professors who don't believe in the American dream. Some of them aren’t even American…go figure. Despite its name, it applies to every California resident who currently has assets or ever will. The creators named it the Billionaire Tax so you would get into a froth andwouldn't look closely at what it actually does to you. On page twenty-six, it explains how the government can convert to an Everyone Tax without voter approval. They can also adjust the tax to be a yearly tax, not just one time…again, without your approval. Here's how the tax would work: As a voter, you're being asked to approve a tax that would require you to: 1. list all your assets and the value of each, then submit them to the California Franchise Tax Board. 2. authorize the tax board to appraise your assets and confirm the value of each. 3. pay a penalty of up to forty percent of your tax bill if the board determines your reported value was too low in their opinion. 4. allow the tax board to subpoena your financial records from every one of your financial institutions for auditing. This Everyone Tax runs 34 pages of shifty language describing how the government plans to take your assets. Read the fine print and decide for yourself. If this were truly a billionaire tax, it would be 3 pages. It’s 34 pages so that it can create the mechanisms to steal from all of you.
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Never mind. The parents are always key. They won’t let this kid fail. Sh*t wish I saw this before I posted that video.
I hated seeing that during the combine it creeped me out so I was angry af the birds picked this kid
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Sharing our new work and our view of $NOW post print: 7-DIMENSION SCORECARD
1. Market Ownership & Share Trajectory: GAINING — Q1 subscription revenue $3.671B (+19% CC, beat high-end guidance); RPO $27.7B (+23.5% CC), CRPO $12.64B (+21% CC, +100bps beat);
2. Growth Rate vs Comps: FASTER — Subscription (recent quarters); AI metrics accelerating (Now Assist $1.5B run-rate for FY26, +50% vs prior $1B target; Moveworks 5x YoY post-integration);
3. Cash Generation Quality: COMPOUNDING — FCF margin 44% (Q1); FY25 FCF $4.6B (+34% YoY, 35% margin beat); $2B ASR executed (20.2M shares, double FY25 total); $4.2B buyback remaining; OpMargin 32% (+50bps beat); FY26 FCF guide 35%.
4. Moat Durability: WIDENING — AI-native platform (context engine from 95B workflows/7T transactions); acquisitions (Armis/Vesa/Moveworks) integrated rapidly (Moveworks: 6 deals >$1M in Q1 vs full prior year); hybrid pricing (50% NNACV non-seat); 97% renewal;
5. Management Quality: COMPOUNDER-CLASS — Beat Q1 (sub rev +19% CC beat, CRPO +21% beat, margins +50bps); raised FY26 sub rev guide +$205M midpoint to 20.5-21% despite geo headwinds; $2B ASR + buyback expansion; AI ACV trajectory $1.5B (vs $1B prior); transparent on M&A integration (Armis adds 125bps growth).
6. Product Cycle: MID-CYCLE — AI Control Tower + agentic workflows (Now Assist, EmployeeWorks, RaptorDB Pro). Current quarter of cycle: Q4 of ~8-10 total (post-Q1 GA of autonomous workforce/EmployeeWorks). Next cycle: Workflow Data Fabric + security stack expansion (Armis/Vesa live).
7. Investment Cycle: MID-INVEST — Nature: OFFENSIVE. Payback horizon: 1–2Y. Payback confidence: HIGH; margins normalize 2027; Moveworks integrated in 3 weeks, 5x growth).
3. MIGRATION WATCH
MIGRATION CALL: STRENGTHENING (Franchise moat widening via AI-native pivot, M&A acceleration, Rule of 55+ outperformance).
SIGNALS DRIVING IT: (1) Now Assist ACV $1.5B run-rate (+50% vs prior FY26 $1B target); (2) Moveworks 5x YoY, 6 deals >$1M in first partial Q; (3) Armis early close adds 125bps FY26 growth; (4) 16 deals >$5M NNACV, 17/20 top deals multi-product; (5) Raised FY26 sub rev +$205M despite 75bps Middle East on-prem delay.
4. VERDICT -BULLISH
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1/8 Something big is happening under the surface in options markets right now (and it explains why $TSLA's stock is surging - i.e., it's not b/c a new A14 chip, or oil, or even Trump) — and most people are missing it entirely. Lets walk through it. 🧵
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@ewarren You only want this wealth tax because you cannot wring any more from income tax rates because taxpayer have caught on to that game. This will fare no better
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A wealth tax on the top .15% of the richest families would generate $6.2 trillion in revenue.
That could pay for:
Universal childcare
Millions of new homes
Slashing child poverty
Medicare for people aged 55+
Universal paid family leave
Tuition-free community college
And more.
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@arenella1 And ☝️is a great example of the utter cluelessness of European leadership and those that think they have a clue
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decision have been ignored by Trump after he first lied about giving refunds as a remedy. More lies. Endless lies as our democracy flounders.
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Last night, one of my friends who works for an intelligence service in France, called me to vent about Trump. To sum up his observations: 1] European leaders expected a shit show because of their insider knowledge about all of Trump's flaws. But, Trump's willingness to start a
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@danprimack Ha. More like slow as a tortoise for more than a decade, then all of a sudden!
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Venture capital's embrace of defense tech was fast and furious. From just $520m into U.S. defense-tech startups in 2020 to nearly $7b last year.
Something that flips that quick can flip back just as quickly if the vibes shift. Killing tens of thousands of civilians could have been that boomerang.
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Howard Marks:
"When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE!"
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@a16z and THIS is what will correlate with the coming explosion in small businesses and agency in the US business sector over the next decade! Get ON THE BUS kids.....
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