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@ChargeLink Master Plan mychargelink.com/chargelink-mas…

Tony Robbins reveals the 3 MOST important skills to be successful -Pattern Recognition -Pattern Utilization -Pattern Creation "You gotta look at the people that actually have succeeded and find out what's going on in their life, what they went through to get that pattern."

In light of the news that a Chinese spy was elected as mayor of a city in California, it seems like a bad idea for San Francisco to allow a Chinese national to oversee its elections.

Citadel pays $650k/year for quants who use Markov Chains to find regime-switching edges. This 1-hour MIT 6.041 lecture on Markov Chains gives you the exact same framework quants get paid $54k/month to apply. Bookmark & watch today. Then read the article below.

A framework to understand how value accrues across the AI stack. This is a blueprint for understanding what builds AI into its pragmatic parts: what each layer is, where it ends, and where value is accrued. So here’s how you can think about it: 1. Layer 1 - Infrastructure Before any AI model trains or any robot moves, an industrial foundation must exist. Land, energy grids, cooling systems, critical minerals, and fabrication facilities. Infrastructure is the constraint that all the other layers depend on. 2. Layer 2 - Chips Transistors that are etched onto silicon wafers using extreme ultraviolet light. This is what allows both physical and digital AI to take an input, process it, and return a predictive output. The more transistors that fit on a chip, the more computation it can perform. 3. Layer 3 - Data Both digital and physical models train on data. Digital models train on text, code, and images; physical models train on gravity, friction, depth, and sensor streams. The more accurate the data, the more accurate the output. 4. Layer 4 - Models A model is a system that learns from examples. Feed it enough examples of inputs paired with correct outputs, and it adjusts its internal structure until it can predict correct outputs on inputs it has never seen before. LLMs represent a specific class trained on text. They learn by processing billions of examples of human language, developing the ability to write, reason, summarize, and generate code. 5. Layer 5 - Execution This is what lets models take actions on behalf of users. The execution layer lets models pursue objectives through sequential action: observing the environment, reasoning about the next step, acting, and looping until the goal is reached. 6. Layer 6 - Application All of the AI Stack’s revenue originates at the application layer, then goes to the layers below. Every dollar paid for AI is paid for an outcome, a task completed, and an answer delivered. Nobody wants H100s for their own sake. They want H100s because someone, somewhere, wants to run an application. These are the different layers that make up the entire ecosystem of AI. We did a full study on the AI stack. If you want to read about it, head over to my Substack (chamath.substack.com/p/the-ai-stack)

DEI stands for Datacenter, Electricity and Infrastructure now

I remind myself of this quite often.

Bill Ackman on What Makes a Great Investment

十位亿万富豪推荐的必读AI书籍 1. 《超级智能：路径、危险、策略》(尼克·博斯特罗姆著) 埃隆·马斯克：'值得阅读博斯特罗姆的《超级智能》。我们需要对AI格外谨慎。潜在危险程度超过核武器。'

The U.S. Dollar has lost 30% of its purchasing power over the last six years

This is incredibly scary.

Rising inflation, weak labor market, and an irrational market. What could go wrong?

when i was younger, i was very insecure. i did this kind of thing too. over time you learn that it is critical to be truthful and not misleading about every single thing you do. i had to learn this lesson the hard way, but boy, have i internalized it. UNDERSELL yourself.

🚨 JENSEN HUANG: “The amount of energy that we need for computing is probably 1,000x more than we currently have.”

🚨 Donald Trump just revealed which stocks he’s buying in 2026 FULL LIST: VOO IWB NOW NVDA RSP ADBE WDAY ORCL MSFT AVGO SNPS CDW PG CDNS TT TXN FIS MSI ETN XLI TDG AMZN JBL COST AXON COMT KRUS DELL BA UBER IEMG AAPL XLK NVR SMCI GOVT ICE KLAC FFIV AVB XEL ARES WM EFA CRM PNC DVA GOOGL NWSA WST HD CVNA IEX NFLX VTI TOMORROW, every fund over $100M must legally disclose their Q1 2026 trades to the SEC. Every major filing will be posted on @InTheAssembly so follow them with notifications. If you don’t follow them, you will regret it.

President Trump ended the Biden administration’s LNG export permit ban on day one. Today, America is the largest producer and exporter of natural gas in the world, with LNG exports expected to double by the end of the decade.

BREAKING: The US stock market just hit an all time high, crossing $77 trillion in market cap for the first time in history.

Read this book and give it to all your friends. Survival of civilization depends on it!

So you’re telling me President Trump flew 20 of the most important CEOs in the U.S. to meet with the President of China at the same time we’re suppose to get a new Fed chair and while the Iran war is winding down… and you’re bearish?

THE GODFATHER OF AI SAID "IF YOU SLEEP WELL TONIGHT YOU MAY NOT HAVE UNDERSTOOD THIS LECTURE." GEOFFREY HINTON BUILT THE NEURAL NETWORKS BEHIND EVERY AI ALIVE THEN QUIT GOOGLE TO WARN THE WORLD.

That’s not a good sign for the economy but great to see the pattern