Optionality

I applied for the @beehiiv social media role... but I wanted to standout. I built my resumé using the new beehiiv ai chat website builder as well as publishing it on the world's greatest operating system for the content economy. 0ptions.com/p/emilin-mathe… @denk_tweets @bellarosemortel

@denk_tweets LETS FUCKING GROWWW 🐝🐝

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@beehiiv 🐝🐝🐝🐝

@optionality_ BEESY OVER HERE

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5 Sectors To Invest With Rising Global Conflict

@denk_tweets wow 🤩 stop killing the comp bro, you’re gonna put them out of biz

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@beehiiv awesome work as usual, these guys just don’t miss 🫢

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Novo Nordisk Vs. Hims $NVO $HIMS

@investingluc Where do you make this chart ? Is it a website ?

You're delusional if you don't think AI will disrupt software. But it's not gonna "kill it", as everyone seems to be predicting... Because mobile apps were the "death of the website" (mid 2000s). And Slack would be "the death of email" (2010s). Or when tablets "killed PCs and laptops" (2010s). Right?? Software's ugly right now because markets don't like uncertainty, but there's will be some huge winners that emerge from the rubble. I'm not touching software yet (most likely not for awhile), but I'm closely monitoring names that are showing resiliency, adapting/pivoting if necessary, and have *great* leadership.

@denk_tweets @beehiiv fellow power user I see 👀

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Solar Is The New AI Trade

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finally left the parents house and bought my first condo 🥳 time to lock in

@miqchris @denk_tweets @beehiiv I think she’s running socials over at zapier now sadly :(

@optionality_ @denk_tweets @beehiiv Where’s Bella?

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✅ launched a digital product ✅ designed page to match my brand ✅ sold 800+ playbooks ✅ got lots of 5-star reviews ✅ took home $8,000+ thanks @beehiiv for making this so simple and not taking a single penny of my earnings

Thanks for the thought-provoking piece. My main critique is that you are overemphasizing flashy but low probability events like “left-handed bacteria,” while merely giving lip service to the risk of extreme economic concentration of power, which is very real and materializing as we speak. Anthropic is reportedly raising funds at a $350B valuation, and the wealth created thus far has been concentrated into a few hundred (perhaps more like dozens) high net worth individuals / institutions. It’s looking increasingly likely to me that none of the leading AI labs will IPO until they reach valuations in the trillions, at which point retail investors will finally be able to get shares. In order for retail to get a 100x return on these investments, which was achievable for Apple, Microsoft, Amazon, and Google, the valuations of the AI labs will need to reach hundreds of trillions of dollars, meaning it’s likely too late for a more equitable redistribution of wealth. Simply put, you are currently exacerbating the problem. The consequences of this are that voters may take matters into their own hands and push for either or both 1) more aggressive / nonsensical forms of redistribution — the CA Founders’ Tax is just the beginning or 2) a drastic knee-capping of the AI industry in America, which make the CCP dominance scenario more likely. The solution is to enable retail ownership now, increasing the number of Americans with economic exposure to Anthropic and other AI labs from hundreds of people to millions.

Copper Is Going To Run Like Gold & Silver $GLD $SLV

@bellarosemortel @zapier no more beehiiiiiv? NOOOOOO

Bella Rose Mortel, NEW SENIOR SOCIAL MEDIA SPECIALIST @zapier, stuns in selfie shared to X ⚡️

@bellarosemortel @zapier WHAAAAAAA