Coffee lover by day, moonlight poet by night
Joined September 2012
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zito retweeted
One of the many use cases for Serus' OSINT features: an unknown number calls, you ask, it verifies.
You can verify pretty much anything with Serus. Everything from fake invoices, suspicious emails to verifying people or businesses who say they are.
Explore Serus for free.
zito retweeted
$SPCX JUST REPORTED $14.6 BILLION IN REVENUE. 🚀
Revenue surged 161% year over year. Net income hit $4.4B. And AI now makes up 52% of revenue.
But the biggest question isn't whether SpaceX crushed earnings.
It's what happens next.
With $TSLA reporting tomorrow and a massive share unlock Thursday, this could be one of the most important weeks for both stocks.
zito retweeted
U.S. Spacewalk Preview News Conference xitter.cf/i/broadcasts/1jxXgBNWy…
zito retweeted
If you believe you are going to be disrupted by AI, @jvisserlabs thinks you should buy bitcoin.
"You start asking 'if I am going to be disrupted, then who isn't going to be disrupted?' It is really hard to come up with any company."
Do you agree with him?
This week @jvisserlabs explains the death of hedge funds and why so many of them are blowing up.
We cover the lessons from LTCM, why CPI doesn't matter anymore, whether Anthropic growth is slowing, why bitcoin is holding strong, how tokenization could reshape Wall Street, and Elon's flying car.
YouTube: youtu.be/5nUxci_05jA?si=B4p0…
Spotify: open.spotify.com/episode/0sB…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:12 - What LTCM teaches us about today’s market
14:10 - Tokenization & the death of hedge funds
17:40 - Why bitcoin is holding strong
23:33 - AI is offense, bitcoin is defense
26:47 - When bitcoin’s next rally happens
29:38 - Why CPI doesn’t matter anymore
35:59 - Debate: is Anthropic’s growth slowing?
54:02 - Elon’s flying car & a Tesla SpaceX merger
57:26 - AI capital needs & market liquidity
