Laura Baker

42 posts

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Laura Baker

Laura Baker

@PenderLB

I’m Laura Baker, Associate PM on the Pender Equity Team. Value-based. Ideas-driven. Long-term focused. Disclaimer: https://t.co/Nf4Zbwc2Ts

Vancouver Tham gia Mayıs 2016
1.1K Đang theo dõi82 Người theo dõi
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Laura Baker
Laura Baker@PenderLB·
If you’ve been missing my 4am equity sales thoughts landing in your inbox, fear not, The Pender Pulse Substack is now live! You can check it out here, and subscribe to get new posts twice a week (with audio): thependerpulse.substack.com
David Barr@PenderDave

My favorite morning email is now available for public consumption! This is something we’ve been working on for the past few months, where we’ll share themes, ideas, and how our equity team is thinking about markets. Subscribe here: thependerpulse.substack.com

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Laura Baker
Laura Baker@PenderLB·
Whether a company survives will come down to two questions: 1. How hard is it for customers to switch to a competitor? 2. Does the value of the product compound with scale? danhock.co/p/the-software…
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Laura Baker
Laura Baker@PenderLB·
“The lesson here is that whatever the world thought would end just ended up being vastly larger than anyone thought. And the thing that people thought would forever be replaced was not simply legacy but ended up being a key enabler.”
Steven Sinofsky@stevesi

x.com/i/article/2019…

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Laura Baker
Laura Baker@PenderLB·
Parts of music have been automated for years through electronic instruments, recordings, and streaming. Yet demand for musicians has never been higher. Ticket prices are at all-time highs. Live art remains fundamentally un-AI-able.
Laura Baker tweet media
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Laura Baker
Laura Baker@PenderLB·
"The conversation around AI and work has calcified into two camps. [...] Neither camp captures what it actually feels like to live through this. The truth is messier. You can hold wonder and grief in the same hand, mourn a version of yourself while sprinting toward a new one."
Aditya Agarwal@adityaag

x.com/i/article/2031…

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Laura Baker
Laura Baker@PenderLB·
I liked this perspective "In the five days after that weekend, I produced more code than I had in the previous five years. That is not an exaggeration. The software I was making was better than the code I had produced on my own in the past, and far more ambitious."
Aditya Agarwal@adityaag

x.com/i/article/2031…

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Laura Baker
Laura Baker@PenderLB·
Every great story has its characters. But sometimes the most compelling narrative isn’t the truth. Like in The Usual Suspects, we may only realize was happening with AI after the story has already been written. thependerpulse.substack.com/p/who-is-keyse…
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Laura Baker đã retweet
Mike Zaccardi, CFA, CMT 🍖
Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi·
BofA: Hyperscalers’ capex as % of operating cash was 65% in 2025, expected to be nearly 90% In 2026 It was 40% from 2017-2023
Mike Zaccardi, CFA, CMT 🍖 tweet media
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Laura Baker
Laura Baker@PenderLB·
Turns out “The people who feel weird, different, and misunderstood are the ones who change the world”
Shane Parrish@shaneparrish

My conversation with @NicolaiTang1 Tangen runs the world's largest sovereign wealth fund and sees AI as a once-in-a-lifetime inflection point. He is responsible for managing $2.1 trillion. That's roughly 1.7% of all listed companies on Earth. This episode is full of surprising insights. Enjoy! (Includes paid promotions)

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Laura Baker
Laura Baker@PenderLB·
Eileen Gu on the mindset that wins medals: I'm very introspective. I break down all of my thought processes. I apply an analytical lens to my own thinking, and modify it because it's so interesting. You can control what and how you think, therefore, you can control who you are
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Laura Baker
Laura Baker@PenderLB·
“The point isn’t to work harder. It’s to apply the same work through better structures. Code. Media. Capital. Judgment. Each one operates differently, but they share one trait: they decouple your output from your input” open.substack.com/pub/polymathin…
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Laura Baker
Laura Baker@PenderLB·
“Imitation is the first stage of mastery. You earn the right to break the rules only after you've internalized them”
Shane Parrish@shaneparrish

My conversation with @vladtenev, co-founder and CEO of @RobinhoodApp and co-founder of @HarmonicMath We discuss: • Gamestop and what actually happened • Going "founder mode" and firing himself • Why "juicy falsehoods" are more appealing then "boring truths" • How to reverse decisions • The advantages of a crisis • Why communication is a clarity test This conversation changed how I think about running a business during a crisis and the future of finance. Enjoy. (Includes paid partnerships.)

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Laura Baker
Laura Baker@PenderLB·
This was interesting after rewatching Enemy of the State. “People often talk about how AI breaks many of the foundational floorboards of our society […] Sure, we know it is possible for us to be monitored, but why would anyone bother watching the tapes?” open.substack.com/pub/benn/p/the…
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