Sayer Martin

It’s not the odds, it’s the size of the bet. wsj.com/finance/stocks…

The @ring team responsible for the descriptive notifications is crushing. 👏👏

Good on you @DarioAmodei

Just another WTF day in our stock market. wsj.com/business/logis…

.@andrewrsorkin’s “1929” is a must read. The deep research distilled into an engaging narrative format is hard to put down. How little we seem to learn from history, while believing we’re now smarter.

Taco Tuesday! #veo3 is wild.

Huge milestone

🤯🥺

Rest in peace, Charlie Munger. wsj.com/livecoverage/s…

When you’re ready to relinquish X @elonmusk, consider a Willy Wonka-style treasure hunt to find your successor. #goldenticket

@WarrenBuffett Happy belated Birthday - here’s to many more.

This new MusicGen model from Meta is seriously impressive!

This turned out differently than expected. #LIVgolf

Just talked to someone who hadn’t heard of #ChatGPT. They’re still out there.

This is a well-reasoned assessment of the SVB situation. podcasts.apple.com/us/podcast/the…

A BIT OF FINANCE In the 80s and 90s, on average, one bank failed (and closed) every other day. Since 2000, we have had an average of 1 bank failing & closing every week. So ignore those technologists who know nothing of financial history.

SVB is unfortunate, but its systemic risk is being overestimated.

Three-letter acronyms are having a tough year.

At one time, bank stockholders had double liability and could be assessed a penalty to help make depositors and creditors whole after a collapse.

Buy SVB Financial’s assets, endure short term pain, remain solvent = home run.