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Tom Explains it All
Time is the best friend of a great business… and the worst enemy of a a crappy one.
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Bezos on Strategy
Long-term Strategy & Customer Focus Innovation & Decision-Making Philosophy AI Business Opportunities Core Business Principles
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Slice and Dicing (and selling) Loans
Hidden Risks in Global Finance Shift in Insurance Strategy Systemic Warning Signs
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Jensen’s Keynote
Quantum Computing Innovations AI and Supercomputing Partnerships and Open Source Automotive and Robotics
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Seeing the Future
At the intersection of risk, tech, law, and progress.
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“Never Short a Cult”
Steve on bubbles, risk, and revenue “projections”.
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Peter Lynch
Know what you own: Lynch’s key to making money in stocks is understanding the company’s story and being able to explain it to an 11-year-old in under a minute. Write a script for each stock purchase, explaining why the company is undervalued or has a powerful story, and create a paper portfolio of 10 stocks to track over 1-2 years. Focus on fundamentals: Lynch’s success…
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$113 to $6
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Tech, Competition, Battleplans, and Reinforcement Learning
Eric Schmidt stresses that the AI revolution is underhyped, with autonomous agents potentially surpassing human reasoning.China leverages its 9,9,6 work ethic to advance in AI despite lacking the capital-raising capabilities of the US, excelling in consumer apps and robots. China competes globally with open-source AI models and open training data, while the US focuses on…
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