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Rare long form interview with the goat Paul Tudor Jones 🐐. Amazing interview by @patrick_oshag 🙏
Patrick OShaughnessy@patrick_oshag
My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness
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Amazing interview $RBLX !! Few understand ...🔥
David Senra@davidsenra
Roblox founder @DavidBaszucki bootstrapped his first company to a $20 million exit, then spent two years failing to find a CEO job before building Roblox in his early 40s — no revenue, no investors, pure vision. Today, Roblox has over 150 million daily users, 13 billion hours of monthly engagement, and a virtual economy worth over $40 billion. Here’s our conversation: 0:00 Roblox Origin Story 1:14 Sabbatical and Intuition 3:36 Founder vs CEO Mindset 5:43 Building the Clock 7:57 Lifestyle Startup Phase 8:49 First Product Failure 15:48 Buying First Users 17:43 Studio Goes Live 18:53 Roblox vs YouTube 21:59 Beyond Games Vision 25:50 Roblox Operating System 33:55 Nine Companies Inside 36:19 Safety and Monetization 41:13 Robux Economy Loop 45:19 Creator to Entrepreneur 45:49 Chasing Photoreal Concurrency 49:11 Imaginary Competitor Mindset 50:08 Capital Efficiency Playbook 52:11 Performance As Growth 55:40 Owning The Stack 58:36 Roblox Infrastructure Engine 1:02:32 Safety And AI Moat 1:06:57 Data Ethics And NPC Testing 1:11:31 Creator Earnings Explosion 1:16:08 Marketplace And Transparency 1:20:01 Near Death Lessons 1:24:43 Ads And Creator Discovery 1:25:35 Closing Reflections Includes paid partnerships.
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So happy to have secured that grail ape.
Thank you @GrailsOTC for the smooth deal making.
I was late to NFTs (early 2022) so missed all the 2021 BAYC ride and vibes. It feels like we are getting another chance of experiencing the positive aspects of it.
Grateful to @mfigge and the whole Yuga team for that.
Also want to give credit and thanks to @BAYC1K for the kind advice and encouragement earlier today before I decided to give it a proper chance to secure that grail. We are now almost twin brothers! 😄
Yuga Grails OTC@GrailsOTC
BAYC #9098 Secured @ 50 ETH via @GrailsOTC. Congrats to buyer & seller.
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The beginning of the new exponential 🚀: x.com/LumidaWealth/s…
Lumida Wealth Management@LumidaWealth
WHY NOBODY IS BUYING ENOUGH COMPUTE Anthropic went from zero to 100M to 1B to 10B in three years. Clean 10x every year. So why aren't they buying 10 trillion in compute right now? Here's the actual problem. Dario: "You're pretty sure AGI hits in 1-2 years. When it does you need massive compute to serve what's basically a country of geniuses in a datacenter. Trillions in revenue coming. But datacenters take two years to build. So if you're wrong by one year on timing you're just dead. Bankrupt. Done. Breakthrough comes 2028 instead of 2027? Dead. Economy takes 3 years to adopt instead of 1? Dead. No hedge exists for a trillion dollar mistimed bet. So everyone's in this insane spot where they KNOW what's coming but literally cannot bet their full stack on it. Buy hundreds of billions not trillions. Accept you might not have enough when it hits. Wild part - being 12 months early or late on the biggest prediction ever means you don't exist to find out if you were right." Here are all the highlights from the recent interview of @DarioAmodei with @dwarkesh_sp
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What a documentary about @GoogleDeepMind 🔥. Truly a Beautiful Mind @demishassabis youtu.be/d95J8yzvjbQ?si…
YouTube
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@APompliano @BillAckman ... well, good trade if fresh entry but he sold Netflix at bottom to buy Google. Netflix 5x from bottom since then.
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I remember when @BillAckman bought Google in early 2023 and people were wondering if there was material upside in a large cap tech stock.
The stock is up more than 250% in less than 3 years.
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Appreciate the time you took to answer as usual Z, just wish it was clearer and not beating around the bush.
So, having to infer some stuff, here’s what I gather:
1) No, we won’t get exact numbers of print runs. I don’t understand what the upside is here, I do get all the obvious fud that comes with it though.
2) No we won’t get boxes as Azuki holders, maybe dibs at best.
Not loving any of this not gonna lie.
Has nothing to do with scaling either, if you do a half decent print run like 50k boxes in expansion phase, even if you allocate 20% of that to NFT holders, plenty of stuff left to the rest of the world, and a very very small dent in your bottom line. On the other hand, you get loyalty and marketing and an IP glowup that would cost much more than the 100/200k or so you’d forgo on that bottom line. And all the above have very real marketing costs anyways. Who do you think is gonna onbaord and evangelize new players?
As for the first run, first two sets, by definition they have very little outside interest, so even if you did say a 10k run, wich sounds about right from the data I indipendently gathered around, it works out just fine, as there is close to no initial outside demand, plus you correctly kept stuff already allocated for tournaments, local stores and whatnot.
I really, really think you’re underestimating the cost of optics and membership here. Just saying “sustainable business model” over and over is reductive at best. You guys raised 40 millions with the elemental mint alone. There’s free stuff and there’s “free stuff”, that holders got.
I clearly could care less about saving 100 bucks on a TCG box. Most big holders don’t. I do think you’re “paying” a much, muuuuch higher price for that than you think you are. Again, community, reach, evangelizing and onboarding, IP proliferation ain’t free. Feels like a lot of stuff you wrote in the original manifesto are getting lost here. I hope you reconsider.
Caveat. If there really is that much demand down the line - god I hope so - simply print bigger runs. That’s a hell of a great problem to have. A standard decent sized 200k boxes run with 10k for holders means 5% to NFT mfers, and that’s not flooding the market or anything.
Again, your bottom line is untouched. And it scales just as well.
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Dear @Zagabond and @AzukiTCG team, the community and I have tried asking in several discrete ways two extremely simple questions, but for some reason they keep being straight up ignored.
1) This one’s super simple: what is the official, definitive count for this alpha print? It matters.
2) Given the fact that TCG is now the main Azuki pivot - I ain’t mad at it and the game is fucking dope - the community is asking if Azuki holders will get some free TCG allo per release.
Given that, ya know, stuff is under mint, and there’s turmoil, avtual layoffs, and people unloading hella bags on our way to zero cause they see no direct value accrual to the NFT - fair, I’m the only one to blame for ttp here - feels like a box wich on average costs 30 bucks to produce, maybe twice a year, and maybe dibs for beanz/elementals, would be a very cheap and effective way to show that no, we are not just web 2 stile paying customers holding a ( still ) very expensive JPG, but get to have at least some club like perks and some vague upside participation to the brand.
Game is killer, execution on packaging and art is flawless as usual, but we’re tired out here, and could use a bone and some clarity, instead of the perennial lack of precise communication.
Signed, a minter and member of the garden and spirit dao since day0 who is tired of seeing the way things are going, the layoffs and the continuous narrowing of scope and tokens that do nothing🫡
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Spatial Intelligence — the ability to perceive, reason about, interact with, and generate spatially coherent worlds — is the next crucial frontier for AI to watch 🔥@drfeifei @theworldlabs
a16z@a16z
.@drfeifei: “Spatial Intelligence is the scaffolding upon which our cognition is built.” Spatial intelligence is a ripe frontier for expanding what we can do with AI. Full piece from @theworldlabs CEO Dr. Fei-Fei Li, godmother of AI, on why spatial intelligence is her North Star: drfeifei.substack.com/p/from-words-t…
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@OGDfarmer It's amazing to see your support for @BoredApeYC with conviction and still provide both positive and constructive feedback to the project since day 1. Feel blessed to have you in the ape community. Keep doing what you are doing ser. Respect 🦧
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I could not be more stoked, probably the launch I’m most excited about it since inception 🔥
Some side thoughts, all oh so positive, on both Tokenworks and this special Apefest night I’m basically livetweeting through the night at this point:
1) It’s clear that all major players in the web3 arena are rallying behind Yuga and the BAYC. Everyone understands that for this space to thrive - art is a different story, we are talking IP/brands/digital identities - Apes are key, and have basically written the whole playbook. They’ll do it again. From Gondi to OS to this special “on sight” Strategy launch, to massive Legacy brand like BMW and artists and designers, everyone is stepping up their game and rolling the red carpet. We all win together.
2) In a previous longass post I mentioned how it was obvious for BAYC to embrace strategies, and it’s the only major collection with a token to have done so: because $ape is not just a meme or a vive token. It’s a whole ass blockchain. It’s the currency of the Otherside, has DeFi protocols, art, games.
Strategy tokens are just value accretive in this context, and if you believe that apes will ever trade above 10 eth again, will make the move absolutely fucking explosive once it pops, for both the NFT and the collection. This recent dump has been beneficial for this specific aspect, funnily enough.
3) It’s clear this Is also an annointment of sorts, with the only other “value accruing” strat being $apestr now, with $punkstr. I always thought that Otherdeeds with high churn and volume and lowest floor so far, and assuming some good news tonight, I will be betting on this big time. I also just acquired another 1% of apestr.
Because I’m a d.gen like that.
4) it’s clear that @Rhynotic and the TW are watching and listening and innovating nonstop. And tailoring mechanics and ranges and token design. This is exciting. Keep pushing guys, the Token Works 🔥
TokenWorks™@token_works
Our whole team has been quietly cooking, and tomorrow, you’re going to start to see a small piece of what we’ve been working on. OtherdeedStrategy launches at ApeFest with a new mechanic, where in addition to buying Otherdeed NFTs, 0.5% of fees will also go to buying and burning $APESTR. This is the first strategy where fees will go to burning a collection’s strategy token in addition to NFTs, with many additional custom strategies to come. Over the coming weeks, you'll see more novel strategy launches before a massive platform release in early November.
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Picked this guy up a few months ago.
Been investing in the space since 2013, and now excited to join one of crypto's most impactful communities. gm!
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Deeply grateful for today’s pardon and to President Trump for upholding America’s commitment to fairness, innovation, and justice.
🙏🙏🙏🙏
Will do everything we can to help make America the Capital of Crypto and advance web3 worldwide.
(Still in flight, more posts to come.)
Onwards. 💪
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when i started building echo 2 years ago, i knew it had 95% chance of failing. to be honest, i couldnt really imagine any other outcome, but i thought at least it may be a noble failure worth attempting.
i certainly didn't think echo would be sold to coinbase, but, here we are: today coinbase bought echo for ~$375m.
echo will remain a standalone platform under its current brand for now, but we will integrate sonar's public sale product into coinbase, and likely introduce new ways for founders to access investors, and for investors to access opportunities into coinbase itself.
over the years i have chatted to brian a handful of times, and mostly to complain at him honestly. i have always respected how brian would listen to an outsider chat shit at him on the phone and take the feedback seriously. now, instead of complaining, i will have the opportunity try to do the work to make things better.
crypto itself has moved on a long way since we started working on echo. i guess partially this is because of the election result. but, i feel energised by a lot of the cool things being built in crypto again: hyperliquid, zcash, stablecoin supercyle, and so on.
feels like a good time to be on the field instead of an idiot with a twitter account yapping nonsense. well, i guess i still will be that.
anyway, job's not finished. onwards.
oh fuck yeah, before i go, the final season of up only (now "unc only" due to our severe old age) will commence when we figure out who the guests should be lol
cobber
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Incredible read. Study real concentrated bets with conviction 🙏 @JoshuaKushner
Colossus@colossusmag
This is the category-defining profile of one of the most important figures and institutions in American business, investing, and technology. Joshua Kushner and Thrive Capital. Kushner and his partners speak, as do Sam Altman, Jony Ive, Demis Hassabis, and John Collison. It’s a story of the American dream. One that travels from the Holocaust in Eastern Europe through postwar Budapest, a refugee camp in Rome, Cold War New York and New Jersey, post-9/11 America, the recent history of venture capital, the AI revolution, wartime Israel, and Rick Rubin’s backyard. It tells, with fresh eyes and ears, what happened during the 2023 OpenAI coup attempt. It takes you inside critical moments at Stripe and GitHub. And it shows how Kushner’s team of émigré and provincial castaways built Thrive into a rampart for the American experiment. The ending will give you goosebumps. By @jeremysternla. Only in Colossus.
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@FloodCapital Yes. But from product perspective, nobody would name your key product after one of many potential partner site :). Though will be fun to see Helios on Helios though 😆
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Any theories here $GLXY x $AMD? 👀
Duncan@FloodCapital
@ChelApples $GLXY x $AMD? Is Helios's AMD chip 👀 just a coincidence?
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Absolutely gold interview by @altcap with Jensen Huang 🙏. TLDR: Wall St's doubt is Jensen's alpha 😎
Bg2 Pod@BG2Pod
BG2. Ep 37. NVDA! $400 B OpenAI Deal; $4 Trillion AI Capex Build Out; ASICS & Comp Moat; Trump, Elon, China, H1Bs & more. @altcap @_clarktang @bgurley (0:00) Intro (0:37) The Year in AI Recap (3:24) OpenAI Stargate & Nvidia Investment (8:41) Nvidia Accelerated Compute TAM (18:55) $NVDA ROI – Glut or Bubble? (27:45) Roundtripping Claims (31:10) Annual Release Cadence & Extreme Co-design (40:45) Future of ASICs & Economics (53:47) Nvidia's Competitive Moat (56:55) Elon, X.ai & Colossus 2 (58:47) Sovereign AI & Global Buildout (1:02:21) The AI Administration (1:07:43) Chinese AI Chips & NVIDIA’s Role (1:17:24) H-1B, Talent, & the American Dream (1:29:33) Invest America & American Right to Rise (1:37:40) The Future Ahead
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