robertfreth

@The_AI_Investor And it’s not even close

Jensen Huang on his prediction about the next revolution: digital biology ‘It’s the next revolution. It’s going to be flat-out one of the biggest ones ever.’

@TimurNegru @joeldelucabos look up Discovery Land

@joeldelucabos Makes sense and how do you curate for that upfront?

Imagine 10 private villa owners inside a five-star beachfront resort on a small Atlantic island. Each villa has its own private pool, but you also get access to the resort's pools, concierge, gym and restaurants. You own it outright, but you're also part of something. Could you build a real community around that setup or do people at that level just want to be left alone? Exploring something at the moment and curious what people think.

@SupBagholder x.com/robertfreth/st…

Considering full porting $meta. Clowns selling the stock on news Zuck told us verbatim on the call

@DeepSailCapital Ah man. Yeah, it’s so hard to let winners ride …

@robertfreth I wish I held on the whole time. I sold in the $30s I think.

$IESC below $18 a share has been a gift for anyone paying attention to the name. Multi year compounder, highly underfollowed.

@jeffgrimes9 @Plaid Can it track bonds?

The new Portfolio tab in Perplexity Finance lets you securely connect your brokerage accounts through @Plaid. Whenever you visit this tab, you get an updated assessment of what's happening with your portfolio.

@RyanDanz Those burritos …

One of the most epic stretches of living in the history of the world Sure, it takes making 1MM/year to live adequate, just enough to get a starter home (which starts at 2mm for anything non-tear-down), and pay the bills, afford a closet full of vuori, drive a Tesla, surf 10am-1pm on a weekday, and drink $7 cups of micro roasted coffee with chai tallow, take a few yoga classes per week, get a club membership, … but 10/10 public schools, year round 72 degrees with a light breeze, organic grocery stores, no smog, no insects, no swamp ass, no crime, no homeless-tent cities, no parking meters, the best Mexican food north of Mexico City, the most slightly above average looking but fittest people you’ve ever seen and 10000x less pretentious than Newport and LA folk World class and open to the public; •Beaches •Hiking •Golf •Museums •Parks •Zoos And a tax racket that means homes worth 5mm that were bought 25 years ago for 500k, only pay 5k/yr property tax and locked for life (sans capped increase) And this doesn’t even include that little hamlet to the right on the map called Rancho Santa Fe which is a tweetstorm all unto itself

@SupBagholder Mr Market offering a $1000+ stock for a bargain :)

$META TURNS GREEN

@KrisLuckPhoto @Airbnb Saw that as well. Total shite.

“Price includes all fees” Real nice @Airbnb

@AutismCapital Pocari Sweat ftw

This is actually what the future will look like. When wearable AR glasses saturate the market a whole generation will grow up only knowing reality through a mixed virtual/real spatial computing lens. It will be chaotic and stimulating. They will cherish their digital objects.

@SupBagholder Exactly this. One click. Every small business owner’s dream. We are so early.

Just think of the endless possibilities for $META

@FreightAlley Not bad either

Epic surge

@gregisenberg If there was only an AI natively connected to the platform to solve for this

people just bookmark stuff on X with zero real intention of every checking those said bookmarks

@patrick_oshag @gokulr Great pod. More like this!

.@gokulr is one of the most prolific product builders and investors of the last 20 years. He helped build the core ads and product businesses at Google, Facebook, Square, and DoorDash, working directly with many of this generation's best founders and CEOs. He's also invested in more than 700 companies giving him an unusually broad view into how products are built and scaled. Gokul has an incredible ability to give precise and prescriptive advice on how to build products, particularly in AI, and he explains his thinking so clearly that you come away knowing exactly how to apply it. We talk about why judgment is the only thing he believes is truly AI-proof, why Zendesk and Slack are more exposed than Salesforce and NetSuite, and what AI-native startups must do to move customers and their data off legacy systems. We cover everything he's learned from building the most important ads businesses, including the only three ways an ad business can make money, and why ChatGPT may be even more powerful than Google or Facebook for highly targeted ads. He also shares inside stories from Larry and Sergey, Zuck, Jack Dorsey, and Tony Xu, about how each of them approaches product, design, and communication. Enjoy! Timestamps: 0:00 Intro 0:35 The Changing Nature of Product Development 4:09 The Merger of Product and Design 4:54 Managing Non-Deterministic Software 9:06 Judgment: The Future-Proof Human Skill 10:41 Building Durable AI Applications 16:43 The Risk to Legacy Software Companies 21:20 Sources of Stickiness in the Age of AI 23:43 Leadership Lessons from Google 27:41 Learning from Mark Zuckerberg 31:16 Jack Dorsey and the Philosophy of Great Design 35:48 The Product Manager as Editor 40:44 Three Pillars of a Successful Ads Business 49:03 Selecting North Star and Check Metrics 56:04 Hiring Functional Experts for the AI Era 1:00:06 Advice for Managing a Career 1:01:33 Evaluating Founder Authenticity 1:05:20 Best Practices for Board Management 1:11:15 The Kindest Thing

$META +6% as investors are realizing AI capex is a good thing when it increases topline growth.

@BluthCapital Are you adding here?

$RLI returns to the bottom of its ultralong channel. Sad trombone. I guess 15 yrs of low combined ratios eventually falls out of favor. Thank heavens for special dividend of >100% it's market cap during that time.

Just gonna leave this here

@LeoNelissen @310Value $RSG

$WM is an excellent company, but $SES.TO is the better pick for way more alpha. (Full credit to @310Value, where I got this idea)

@airfrance @flop78 Tried calling twice (no answer after long hold), tried WhatsApp; tried iMessage, no answer. @airfrance need to change my ticket

@flop78 Hello, We are sorry about this situation. Have you been able to contact our customer service in DM on Whatsapp ➡ bit.ly/3TC7o3N or on Facebook Messenger➡ bit.ly/37vLOFO to get an assistance ? Have a good evening !

@airfrance anyone working today? Can’t get ahold of anyone to fix issues

@lawrencekingyo Pre-tip. iykyk

If you are a generous tipper Waiting until the end to tip is dumb because the waiter has no idea until its too late This year (after learning to do so from here) I started tipping at the beginning and it has been a game changer Get great (pre 2020 level) service everywhere