Tony

@Joi2James lexfi.ai

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Which is why the expensive mistake in finance right now isn't picking the wrong model. It's never asking if you needed a big one at all.

Narrow task, tons of volume, you own the data? A small model built for that one job is usually cheaper, faster, and flat-out better. Turns out doing one thing well beats knowing everything.

Nvidia and Stripe spent this week telling banks the same thing: go bigger. Fold everything into one giant model. Then I went back to a JPMorgan paper that argues the opposite, and they've got the receipts.

@tarasshyn lexfi.ai

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@startupideaspod totally agree on this. thanks for putting it so simple

The marketers who win in the Agentic era will be part researcher, part storyteller, part media operator. Here's the rep that builds all three: Map the attention: Pick a niche. List the 20 places their attention already goes, newsletters, creators, Reddit threads, podcasts, the tools they pay for. Find the pain: Write 1 painful sentence they'd say out loud. "I know I should follow up faster, but by the time I do, half my leads are cold." Stack the hooks: Write 20 hooks for the same idea. - curiosity - fear - status - money "I wish I knew this earlier" Think: Map = where attention lives Pain = the words they use Hooks = shots on net Skip the "how do I promote this after it's built" question. Lead with "what existing desire am I pointing this at" before you build.

@ihtesham2005 well there's a matter of confidentiality and complexity of the product that might be not worth mentioning. don't think it relates only to marketing

Marc Andreessen says Alex Karp almost never talks about Palantir in interviews. He calls it the single best marketing strategy he has ever seen and then revealed the number that proves it works better than anything else in the history of investor communications. Every founder makes the same mistake. They think inside out. My company, my product, my story, out into the world. It feels natural. It is also why most founder content is indistinguishable from every other founder's content. Karp does the opposite. He talks about the future of the US military. He talks about superintelligence. He talks about whatever is genuinely interesting to him about the world right now. And because he is the CEO of Palantir, the company just sits there attached to all of it. Then Marc dropped the number. What percentage of Palantir investors have read the S1? Practically zero. What percentage have seen Karp on YouTube? Close to 100. A Edelman B2B study found that thought leadership content drives purchasing consideration more than product marketing does — by a factor of nearly three to one among enterprise buyers. Karp did not read that report. He just built the playbook it describes. Palantir's lawyers spent thousands of hours on the S1. It explains everything the company does with full precision. Nobody read it. Karp spent those hours talking about things that interested him. Everybody watched. The most effective investor communication Palantir ever produced was never filed with the SEC. Watch the full video on @a16z YouTube channel

@simonecanciello fantastic.

whoever built this app is a genius. an app where your guests record your event and create a shared memory album. $20k/month, 7.5M views. people spending $30k on a wedding won’t think twice about another $10. tldr: don’t build for broke people.

@AnatoliKopadze cool

Google just dropped a free 8-minute lesson on building your first AI agent. This is the clearest explanation of AI agents and loops you'll find anywhere. People are paying $500 for courses that teach less than this. Watch it, then read the step by step guide on building loops for your agents below.

@fortworthchris @mcuban @mhp_guy love this

The way someone uses AI tells you a lot about them. "Mark Cuban (@mcuban) has a quote I wish were mine. Some people use AI so they can learn everything, and some use AI so they don't have to learn anything." Chris Koerner (@mhp_guy) is firmly in the first camp. And he says he can spot the people who aren't. "At my church I hear talks now and I can tell. That's Opus 4.7. And I think that's a shame." His own rule is simple. AI shouldn't save you time. It should make the work better. "If I have three hours to build a lesson, I'm still going to spend three hours. I'll use AI the whole time, and it'll be far better. I could be done in three minutes. But I don't." In this clip, Chris Koerner on using AI to raise your standard instead of lowering it.

Why pay attention? Across 80 historical vintages (2022-2026), Janus called the direction right 77% of the time on the S&P and 80-92% across LatAm, beating the consensus on accuracy.

Sovereign credit tells a consistent story. Janus sees spreads tightening hard in India (-50%) and Mexico (-42%) as disinflation runs, while Brazil (+15%) stays the regional laggard on fiscal risk. Credit, FX and equity all forecast off one coherent macro chain.

Our macro model, Janus, just refreshed its 12-month forecasts. The headline: it sees the S&P 500 at 8,110 (+8.5%) a year out, while the market consensus is pricing -12% to 6,571. A rare, clean disagreement. Here's the full map of where we stand. $SPX

@rishflips lexfi.ai

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