John Rotonti Jr

With this stolen base, Juan Soto becomes the fastest player in MLB history to reach 250 home runs, 100 stolen bases, and 900 walks #lgm

A lot of tech guys commenting at the finance guys saying “I can’t believe this interview is free” re the Gavin Baker interview on Invest with the Best. Everyone who works in hedge funds has a story or two about someone getting in trouble for “oversharing.” Most of the hedge fund managers that came up in the 1990s were highly secretive. At that point, it was a closed industry and there was real alpha in trading flow, management access and relationships with a sell-side analyst. Information took time to dissipate across the eco-system. At one fund I was at, the founder memorably came down hard on the team “we are giving people our best ideas and they are giving us [insert liquid consensus stock] that everyone already owns!” It’s a different world now. Process advantage is dying as best practices become table stakes. Judgement is everything. It’s not like D1 was the only hedge fund that got the look at SpaceX; his former employer Viking could have been equal size. $20 billion on a single trade, one of the greatest hauls of all time. This is the difference now…no edge, just gotta have the stones to put it in and skill to be right.

@JasonGreenwal12 I hear ya. He’s the real deal.

@JRogrow Wish he still played in DC

He’s an absolute savage monster. Born to go yard on deep bombs…

@YairLight @CaleInTheKeys Thank you for sharing

@CaleInTheKeys $BESF @JRogrow #infrastructure & #Industrials lastbastion.com

@ArunCherian12 @ProShopGuyMF1 @bleekertech 💪🔥

@ProShopGuyMF1 @JRogrow @bleekertech I bought Coherent based on Eric recommendation when it was named II- VI

This was such a fun conversation with @bleekertech, who I consider one of the best technology and growth investors I’ve ever met. He travels all over in search of tech alpha. I love his podcast dedicated to Ai investing. Thanks so much, Eric!🙏

@ArunCherian12 @ProShopGuyMF1 @bleekertech Thank you so much, Arun 🙏💙

@JRogrow @ProShopGuyMF1 @bleekertech So are you John

So it’s not just my algorithm…

if you are working on the biggest challenges facing humanity, send the deck.

@ProShopGuyMF1 @bleekertech Thank you, my friend. Eric is a stone cold pro!!!

@JRogrow @bleekertech A dynamic duo. Eric Bleeker sold me on NVDA in 2015. John Rotonti helped me develop an durable investing process. Our portfolio has been a huge benefactor from these thoughtful investors.

first VC to ever have opinions (and share them). AD is a big deal. a new class of startups is winning. drones aren't autonomous. and more! here's my takes from 1 year at a16z. - AI and AD are definitively the most important trends in technology. - American Dynamism is nonpartisan because progress is nonpartisan. - A new class of startups is dominating. - The best software is being built by teams that don’t sell software. - In AI, the best data has a negative acquisition cost. - American Dynamism is bigger than we thought; technology is eating public service. - Drones are not autonomous. - Early marketing is for acquiring talent, not customers. - Time to stop saying “hard tech” and “frontier tech.” - New stuff is (usually) better. - American Dynamism is a big tent.

Pretty profound for an ipo filing: “For the entirety of its existence, human civilization has lived on a single celestial body: Earth. The current paradigm, in which human civilization is confined to one planet, exposes humanity to existential threats that are unpredictable and uncontrollable on a planetary scale. By moving beyond the only home we have ever known, we ensure species- level redundancy and that the light of consciousness will not be tied to a single planet subject to the inevitable hazards of a harsh and vast universe. We do not want humans to have the same fate as dinosaurs.” - SpaceX S-1 @elonmusk

Every time 😂

Juan Soto homers again! 😤

If you think about it AI is just Reconfiguring (mainly) sand then shining sunlight on it and poof: intelligence! But this isn't all that different than humans where it's mainly reconfiguring carbon and fueling us with o2, h2o and sunlight Complexity emerging from simplicity

@contralculator For historical fiction I loved Pillars of the Earth and I enjoyed all the DaVinci Code books. For spy thrillers I read most everything from Vince Flynn (who sadly passed), Brad Thor, and Jack Carr. Do you have any recs? Thank you

@JRogrow Favorite spy thrillers and historical fictions?

I have adopted this. I read so much for work that the bar to get me to read outside of work is very high. So either I read spy thrillers, great historical fiction, or books that I genuinely believe will change the way (or elevate the way) I think about something.

Today, I’m wearing red sneakers in honor of Oakley Debbs — an 11-year-old boy who loved Giants football and tragically passed away from his nut allergy. Oakley loved his red sneakers, and now they’ve become a worldwide symbol for food allergy awareness. Join me in posting a photo or video on social media to help spread awareness about food allergies #internationalredsneakersday

NEW: Scientists detected a mysterious solar radio signal that lasted nearly three weeks and pulsed "like a heartbeat" every 45 minutes to an hour.