OneSix Capital

This is pure gold. Marc Andreessen's custom system prompt that makes any LLM 10x smarter. You'll want to save this:

This is what Bill Ackman was going through at the bottom > Fund down 30%+ > Being sued by Valeant Pharma investors > Going through divorce with his wife > Elliot, an activist firm, trying to take over his fund Here is his advice on how to deal with the tough moments in life

Gemini summary of a book on inflation in the Weimar Republic and the US in the 1970s

One of the most fascinating things I learned in my MF PE days is how senior private equity executives are not only great at building businesses, but are also brilliant investors I will always remember my first investment committee I was the associate on the deal and spent 3 months essentially on a single company, and I thought I knew the company as well as anyone could Within the first 5 minutes of the discussions, all senior IC members had perfectly understood the few key variables that drove the business and really mattered - something that took me over a month to figure out when I was looking at one company, while they see multiple deals per week Their pattern recognition and ability to dissect a business was honestly beautiful to watch (and painful to argue against)

To achieve success in your profession you just need the right mental disorder: • Finance - ADHD • Computer science - Autism • Engineering - OCD • Law - Narcissism • Journalism - Cynicism • Psychology - Psychopathy • Politics - All the above

New for financial services: ready-to-run Claude agent templates for building pitches, conducting valuation reviews, closing the books at month-end, and more. Install them as plugins in Cowork and Claude Code, or use our cookbooks to run them in production as Managed Agents.

I love this passage. Great deal makers back their supreme confidence with a tireless passion to maneuver around obstacles.

This is one of the best primers that exist on the data center and AI industry right now If you want to better understand the unit economics of each layer in the AI stack, I highly recommend you give this a listen Chase Lochmiller, CEO and Co Founder of Crusoe, breaks down the inputs and outputs of data centers at a granular level Shoutout to @apoorv03 for hosting yet another fantastic class

Henry Kravis on the fear of failure and mindset behind his success.

Thanks for great summary!

Elon Musk: "It’s like what Milton Friedman said—money is most poorly spent when you’re spending someone else’s money on people you don’t know. That’s the federal government."

If labour is losing value, what's gaining it? Ownership. Specifically, things machines can't make. Beachfront land. Gold. Bitcoin. Equity in great businesses. Music rights. Mineral rights. Anything a factory or a model can produce gets cheaper. Anything they can't gets more expensive. Forever. (Most of these are gated. Bitcoin is the only one you can own at any size, from anywhere, starting today.)

"Human capital is getting demonetised." Michael @saylor on the future economy: - A billion robots are coming for the jobs - Working hard no longer makes you rich - You have 10 years to adapt - Most people won't New episode out now 👇

here's the ultimate quantum thesis. the same account called $OUST. people who listened made 40% in a week. now its time for you to read this. real government contracts yet high valuation. high-risk, high-reward. bookmark and read now. infleqtion. $INFQ

Here are 10 service businesses that stand to gain from the power surge for data centers, robots, AVs & reindustrialization: 1. Electrical contracting & substation maintenance 2. Pipeline inspection & integrity services 3. LNG terminal operations & logistics 4. Renewable energy farm O&M 5. Grid modernization & smart grid engineering 6. Data center power/cooling infrastructure services 7. High-voltage transmission line construction 8. Battery storage system integration 9. Utility outsourcing & operations management 10. Energy permitting & regulatory compliance firms

@tbpn @blackstone @grok give me 10 service businesses that benefit from energy needs discussed here

President of @blackstone Jon Gray says his firm's biggest theme after data centers is electricity: "Data centers, robots, autonomous vehicles, reindustrialization. It all needs power. It's everything from LNG, to renewables, to pipelines, to electrical equipment, to utility services."

What a privilege…. to be tired from work you once begged the universe for. What a privilege to feel overwhelmed by growth you used to dream about. What a privilege to be challenged by a life you created on purpose. What a privilege to outgrow things you used to settle for. What a privilege to have responsibilities that once felt out of reach. What a privilege to heal from things you once thought would break you. What a privilege to wake up with purpose, even when the path feels heavy. What a privilege to become the version of yourself you used to pray for. What a privilege to have responsibilities that once felt out of reach. What a privilege to heal from things you once thought would break you. What a privilege to wake up with purpose, even when the path feels heavy. What a privilege to become the version of yourself you used to pray for. - Miles Adcox

Power generation companies I like besides bloom $BW power generation for GW data centers $cpwhf power gen ip SOEC and SOFC fuel cells $psix back up power 2 others credit to @ThematicTrader $cgeh - micro turbines $FCEL - smaller bloom

$PDYN gets labeled a "drone company". That's like calling SpaceX a "rocket company." Let me show you what they're actually building

@MattLoszak on why building advanced nuclear in America is possible for the first time in fifty years: