Nick

@botorborger 🤝

Happy team branded Peter Millar quarter zip day to all white collar workers who celebrate

I’m so damn sick of people talking about the death of knowledge work. This is busy work. We will all become more efficient and focus on better shit than *checks post*…manually documenting the price of every home in San Francisco

Me in 2004: Playing Pokemon Fire Red and listening to my dad give me updates on the Iraq War Me in 2026: Playing Pokemon Fire Red and listening to my dad give me updates on the Iraq War Time is a circle

This trend is just getting started.

Volatility Laundering

These are awesome

Since the start of 2025: S&P 500 +19.5% European stocks +45.3% Emerging markets +50.8% Asian stocks +55.9%

Never understood how guys like this weren’t in jail already

for me the odds that AI is a bubble declined significantly in the last 3 weeks and the odds that we’re actually quite under-built for the necessary levels of inference/usage went significantly up in that period basically I think AI is going to become the home screen of a ludicrously high percentage of white collar workers in the next two years and parallel agents will be deployed in the battlefield of knowledge work at downright Soviet levels

Businesses are built on providing the lowest cost, highest quality, products they can, and doing this in a competitive environment. If they elect to keep their highest cost legacy systems, that also limit productivity, due to their inflexibility (relative to an AI Agent), they risk become a former business.

Investing quote of the day:

@philippilk if you measure gold in Nvidia call options it has collapsed

This is crazy

iPad Revenue > AMD Revenue @michaelbatnick @awealthofcs ⏯️youtu.be/j6zWJ5mFCo8

Gold is mentioned in the bible 400 times. Value stocks, not once.

On this day in 2016, the Cavaliers pulled off the 3-1 comeback and Game of Thrones released The Battle of the Bastards. What an insane combo.

Javy for MVP

THE DETROIT TIGERS MY GOODNESS