captain crunch @hamiltonkeithe

Sergey Brin dropped out of Stanford's PhD program, became a billionaire, and was invited back to celebrate the school's 100th anniversary. He used the occasion to tell the Dean the university model might not survive the next hundred years. His argument is simple. Information spreads instantly now. Anyone can watch MIT lectures. Take a Coursera class. Ask an AI to explain anything at any depth. The geographic concentration that made Stanford powerful, putting brilliant people in the same building and letting them collide, is no longer the only way to create that collision. He went further. He said he has hired countless people without bachelor's degrees who figured things out on their own in some weird corner of the internet. No institution. No credential. No campus. Just curiosity and access to information. Stanford built Google and the campus and also the PhD program. The culture of freedom that let two graduate students work on something strange for three years without anyone stopping them. Sergey is not ungrateful for that. He is saying the next Google might not need it. The man who is the greatest argument for the university model just questioned whether the model holds for the next century. That is worth sitting with. What do you guys think?

Google wrote the paper that made ChatGPT possible. Then decided not to build ChatGPT. Sergey Brin just explained why on stage at Stanford and the reason is more embarrassing than anyone expected. In 2017, Google published the transformer paper. The architecture that powers every major AI model today. It came from their own researchers. Their own labs. Their own compute. Then they sat on it. Sergey was blunt about why. They underinvested in scaling the compute. They did not take it seriously enough. And when they finally had something worth shipping, they got scared. Chatbots say dumb things. Google had a reputation to protect. So they protected it instead of shipping. OpenAI was not scared. Ilya Sutskever, trained at Google, left and went there. Other Google researchers followed. They took the transformer architecture, scaled it, shipped it anyway, and captured the entire generative AI wave while Google watched. Sergey called it a mistake at Stanford in front of hundreds of students. The company that invented the technology did not build the product. The company that built the product did not invent the technology. That is the most expensive case of corporate hesitation in the history of the industry. --- Watch the full interview YT. Search: "Big ideas begin here: Sergey Brin at Stanford"

This is why smart people rarely build businesses Jensen Huang stood in front of a room of Stanford graduates and told them he hopes they suffer. He wasn't being cruel. He was being precise. His argument: people with very high expectations have very low resilience. And resilience, not intelligence, is what decides who actually makes it. A Stanford grad has spent their whole life as the smartest person in the room. They've rarely been tested by real failure. So when something finally breaks, they break with it. Then he said the line every founder should sit with: "Greatness is not intelligence. Greatness comes from character. And character isn't formed out of smart people, it's formed out of people who suffered." He would know. At nine, Huang was scrubbing toilets at a Kentucky boarding school his family hadn't realized was a reform school. As a teenager he bussed tables at Denny's. In 1993 he started NVIDIA in a Denny's booth, and nearly lost it more than once in the years that followed. The character was built decades before the valuation showed up. This is why he uses the words "pain and suffering" inside NVIDIA with what he calls great glee. He isn't trying to shield his best people from the hard part. He's trying to give it to them on purpose. Talent gets you into the room. The people who stay are the ones who were broken once and learned they could rebuild.

@charliebilello Well obviously you are right. The valuations are off the charts. The only way this makes any sense is if you believe the Musk hype and if he actually accomplishes what he envisions. Lots of ifs but let’s face it he is a hard guy to bet against.

Marriage has six stages, but most couples give up at the third stage. Stage 1: The Honeymoon Stage....👇

Neoclouds are trying to strike a delicate balance between capturing AI demand and high debt. Below, we examine if $CRWV and $NBIS are a durable extension of the AI trade or a fragile pressure point, $NVDA circular financing and hidden hyperscaler balance-sheet advantages. io-fund.com/ai-stocks/nvid…

Neoclouds $CRWV and $NBIS have been among the hottest and most hotly debated AI stocks. Sales soared by over 2X to over 7X in Q1 2026, but rapidly scaling hyperscaler demand is just one part of their tangled story. Find out more in this week's analysis - link in bio.

@TaxFoundation Now show us how much the wealthiest pay? or how much capital gains contributions compare to income.

@charliebilello Well eventually everything that goes up must come down

the anthropic claude for finance lecture is the best free hour in quant AI right now. bookmark & watch today. It's the most valuable 1 hour in quant AI right now. Then read article below.

leopardracer @leopardracer

3 weeks ago

x.com/i/article/2058…

27 85 605 934K 3K

Lumentum $LITE is under-shipping the market by >30%. Even after planning to increase capacity by 50%, the company expects the gap to widen. That imbalance is driving pricing power, margin expansion, and EPS growth — and the $NVDA CPO ramp has barely begun. Read more below.👇 io-fund.com/ai-stocks/ai-n…

Access the Anniversary sale here: io-fund.com/premium-servic…

🚨 BREAKING: Claude can now build a retirement plan like a $600/hour Morgan Stanley wealth advisor. For free. Here are 8 insane Claude prompts that can replace your retirement consultant, tax strategist, and investment planner. Bookmark this carefully: 👇

keyboard_arrow_left Previous keyboard_arrow_right Next

This is absolutely horrific — and also very important reporting.

Nicholas Kristof @NickKristof

a month ago

This is a hard article to read, but I hope you'll do so. I've spent some time reporting on widespread rape and other sexual violence of Palestinian male and female prisoners by Israeli authorities, and the article is now published. The assault victims were warned not to give

4K 16K 35K 9.0M 8K

Google $GOOGL just released its updated 13F filing which shows all the stocks it owned as of the end of Q1: Arm Holdings $ARM - 1,960,784 shares AST SpaceMobile $ASTS - 8,943,486 Autolus $AUTL - 698,262 $BEAM - 321,604 BridgeBio Oncology $BBIO - 2,823,126 CME Group $CME - 3,484,020 Ethos $LIFE - 3,770,156 Figma FIG- 215,582 Freshworks $FRSH - 16,206,643 GitLab $GTLB - 2,724,712 Hyperfine $HYPR - 898,720 Lyell Immunopharma $LYEL - 293,256 Maze Therapeutics $MAZE - 1,388,583 Monte Rosa $GLUE - 684,275 Oscar Health $OSCR - 481,988 PayPay Corp (Tokyo-listed) - 3,125,000 Planet Labs $PL - 35,248,893 Prime Medicine $PRME - 16,562,498 Relay Therapeutics $RLAY - 1,564,173 Revolution Medicines $RVMD - 3,292,525 Sana Biotechnology $SANA - 2,812,500 Spero Therapeutics $SPRO - 889,979 Tempus AI $TEM - 1,551,102 Tenaya Therapeutics $TNYA - 915,705 UiPath $PATH - 7,034,337 Vera Therapeutics $VERA - 241,264

keyboard_arrow_left Previous keyboard_arrow_right Next

99% of options traders are gambling because they never learned the fundamentals. This 1-hour Yale lecture changes everything. In just 60 minutes, you’ll learn more about options trading than most overpriced trading courses ever teach. No hype. No fake gurus. Just real knowledge. Save this and watch it without distractions. 📌

The best business models in the world according to Morgan Stanley:

We are still very, very early in the AI buildout phase. Photonics stocks still have a long runway for growth. 1. $LITE | 134% 2. $COHR | 65% 3. $IPGP |59% 4. $LPTH| 9% 5. $GLW | 81% 6. $LWLG | 275% 7. $AXTI | 373% 8. $ALMU | 31% 9. $LASR| 82% 10. $LASE | 65% 11. $AAOI | 315% 12. $OPTX |145% 13. $MTSI | 145% 14. $POET | 1% 15. $AVGO | 20% 16. $MRVL | 85% 17. $CRDO | 22% 18. $CIEN | 114% 19. $CSCO| 20% 20. $MKSI| 69% 21. $VIAV| 189% 22. $AEHR| 309%

Value Investing Edge @StonkValue

2 months ago

Full list of photonics stocks by sector with strong growth potential for 2026 and beyond - Photonic Materials and Substrates 1. $GLW 2. $LWLG 3. $AXTI 4. $ALMU Packaging and Assembly 1. $FN 2. $AMKR 3. $TSM 4. $GFS Lasers and Light Sources 1. $LITE 2. $COHR 3. $IPGP 4. $LPTH

32 252 1K 513K 2K