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  • I'd wager Anthropic's founders would like nothing better than to steal OpenAI's thunder by being first to tap the public markets. Presuming the economy doesn't falter (and that is by no means certa...
  • [PREDICTION 2026] Does Google or OpenAI increase in value more this year? The nervous Nellies in the investor community sold tech stocks again on Thursday, dragging down the Nasdaq 0.4%. Sounds lik...
  • Are Apple’s glory days may be behind it? 🤔 Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s long-anticipated announcement that Tim Cook would give up the top jo...
  • The Great SaaS Meltdown has started and there’s no going back… A new AI-oriented workflow is coming… the great SaaS meltdown has started. For most of the past two decades, enterprise software benef...
  • Paypal is near all-time lows despite positive earnings and strong projections. Like Meta has, can this big well known company thats down a lot make a massive comeback too? Their latest move of laun...
  • How many rate cuts in 2024? 1, 2, or 3? https://finance.yahoo.com/news/fed-dot-plot-suggests-central-bank-will-slash-interest-rates-two-more-times-in-2024-after-mega-50-basis-point-cut-182511834.ht...
  • Waymo appears to be far far ahead anyone else in autonomous driving. They could really run errr drive away with this! Autonomous vehicle company Waymo, a subsidiary of Google parent Alphabet, annou...
  • Should I cash out on Nvidia? I bought a lot of nvidia several years ago and currently have a thousand shares. My portfolio has multiplied In value several times. Seeing how nvidia is near its all t...
  • Starting to look at Intel more seriously. Other than TSMC, only Samsung and Intel (both far behind and barely) can even dream of foundry for advanced chips. Israel's government has approved a $3.2B...
  • Is AMD going to be a player here? WHEN? Advanced Micro Devices CEO Lisa Su has been talking up the company’s #Artificial Intelligence chips as a good alternative to hard-to-get Nvidia graphics proc...
  • [Group Prediction] Section 230, the rule that made the modern internet, has been under scrutiny in recent years, with politicians across the political spectrum calling for it to be revoked or modif...
  • On Wednesday, Tesla held its Investor Day; this year's event was highly anticipated as Elon Musk promised to reveal part 3 of his master plan after last releasing part 2 in 2016. While Musk did rei...
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risk is largely a matter of opinion

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Lessons from Investment Gurus
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risk is largely a matter of opinion

You are invited to join

risk is largely a matter of opinion

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The Most Important Thing
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risk is largely a matter of opinion

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risk is largely a matter of opinion

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Sam Mendoza's profile picture on Select App
Sam Mendoza
·3 months ago
shared a link post in group #The Most Important Thing
I'd wager Anthropic's founders would like nothing better than to steal OpenAI's thunder by being first to tap the public markets. Presuming the economy doesn't falter (and that is by no means certain)...
Anthropic Will Test The Markets First
johnbattelle.medium.com

Anthropic Will Test The Markets First

2026 Predictions, #9

22
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Bobby's profile picture on Select App
Bobby
·2 months ago
shared a poll post in group #The Most Important Thing
[PREDICTION 2026] Does Google or OpenAI increase in value more this year? The nervous Nellies in the investor community sold tech stocks again on Thursday, dragging down the Nasdaq 0.4%. Sounds like ...
https://cloudfront.selectdc1.com/1b331bc4-0e51-11f1-8bd0-321ac33d840c.jpghttps://cloudfront.selectdc1.com/3f43c6b5-0e51-11f1-8bd0-321ac33d840c.jpg
https://cloudfront.selectdc1.com/1b331bc4-0e51-11f1-8bd0-321ac33d840c.jpghttps://cloudfront.selectdc1.com/3f43c6b5-0e51-11f1-8bd0-321ac33d840c.jpg
4
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Cyril's profile picture on Select App
Cyril
·4 days ago
shared a link post in group #The Most Important Thing
Are Apple’s glory days may be behind it? 🤔 Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s long-anticipated announcement that Tim Cook would give up the top job, ...
Three Big Questions for Apple’s Next CEO, John Ternus
www.theinformation.com

Three Big Questions for Apple’s Next CEO, John Ternus

The most anticipated CEO transition in Silicon Valley is finally official. Apple on Monday announced that Tim Cook will pass the CEO baton to John Ternus, the company’s senior vice president of hardware engineering. The changeover will happen September 1, when Cook will become executive chair, ...

3
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Jerome Cody's profile picture on Select App
Jerome Cody
·2 months ago
shared a link post in group #The Most Important Thing
The Great SaaS Meltdown has started and there’s no going back… A new AI-oriented workflow is coming… the great SaaS meltdown has started. For most of the past two decades, enterprise software benefit...
$300 Billion Evaporated. The SaaS -Pocalypse Has Begun.
www.forbes.com

$300 Billion Evaporated. The SaaS -Pocalypse Has Begun.

AI didn’t kill software. It broke the SaaS growth story. $300B vanished as markets repriced legacy models and shifted toward agent-driven, outcome-based economics.

25
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Jerome Cody's profile picture on Select App
Jerome Cody
·3 years ago
shared a link post in group #The Most Important Thing
Paypal is near all-time lows despite positive earnings and strong projections. Like Meta has, can this big well known company thats down a lot make a massive comeback too? Their latest move of launc...
PayPal launches dollar-backed stablecoin, boosting shares
www.reuters.com

PayPal launches dollar-backed stablecoin, boosting shares

Payments giant PayPal said on Monday it has launched a U.S. dollar stablecoin, becoming the first major financial technology firm to embrace digital currencies for payments and transfers.

13
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Nikolas Kong's profile picture on Select App
Nikolas Kong
·2 years ago
shared a poll post in group #The Most Important Thing
How many rate cuts in 2024? 1, 2, or 3? finance.yahoo.com/news/fe..

1

2

3

25
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Sam Mendoza's profile picture on Select App
Sam Mendoza
·a year ago
shared a link post in group #The Most Important Thing
Waymo appears to be far far ahead anyone else in autonomous driving. They could really run errr drive away with this! Autonomous vehicle company Waymo, a subsidiary of Google parent Alphabet, anno...
Investing to bring the Waymo Driver to more riders
waymo.com

Investing to bring the Waymo Driver to more riders

Today, we’re excited to announce that we’ve closed an oversubscribed investment round of $5.6 billion, led by Alphabet, with continued participation from Andreessen Horowitz, Fidelity, Perry Creek, S

40
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Todd Smith's profile picture on Select App
Todd Smith
·3 years ago
shared a media post in group #The Most Important Thing
Should I cash out on Nvidia? I bought a lot of nvidia several years ago and currently have a thousand shares. My portfolio has multiplied In value several times. Seeing how nvidia is near its all time...
https://cloudfront.selectdc1.com/6539dbe0-14f9-11ee-b4dd-e6020d648731.gif
81
View post details
Sam Mendoza's profile picture on Select App
Sam Mendoza
·2 years ago
shared a chat session in group #The Most Important Thingvia#The Most Important Thing
Starting to look at Intel more seriously. Other than TSMC, only Samsung and Intel (both far behind and barely) can even dream of foundry for advanced chips. Israel's government has approved a $3.2B grant for Intel's new $25B chip plant in southern Israel, marking the largest-ever investment by a ...
68
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Bobby's profile picture on Select App
Bobby
·2 years ago
shared a link post in group #The Most Important Thing
Is AMD going to be a player here? WHEN? Advanced Micro Devices CEO Lisa Su has been talking up the company’s #Artificial Intelligence chips as a good alternative to hard-to-get Nvidia graphics proc...
AMD introduces AI chips for business laptops and desktops
finance.yahoo.com

AMD introduces AI chips for business laptops and desktops

Advanced Micro Devices unveiled a new series of chips for artificial intelligence-enabled personal computers on Tuesday as it looks to expand its share of the lucrative "AI PCs" market. The chip desig

24
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Jerome Cody's profile picture on Select App
Jerome Cody
·3 years ago
shared a poll post in group #The Most Important Thing
[Group Prediction] Section 230, the rule that made the modern internet, has been under scrutiny in recent years, with politicians across the political spectrum calling for it to be revoked or modified...
https://cloudfront.selectdc1.com/90374e78-8fb8-4c58-8925-6a0c950366b0.png
12
View post details
Sam Mendoza's profile picture on Select App
Sam Mendoza
·3 years ago
shared a media post in group #The Most Important Thingvia#The Most Important Thing
On Wednesday, Tesla held its Investor Day; this year's event was highly anticipated as Elon Musk promised to reveal part 3 of his master plan after last releasing part 2 in 2016. While Musk did reiter...
https://cloudfront.selectdc1.com/096ae994-d7d4-41fa-bac8-396a53878f0c.jpeg
155

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