Breakaway - Investing & Finance
Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here.
Breakaway - Investing & Finance
Markets, Tesla, SpaceX, AI, Anthropic, Jeff Bezos, Politics
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Corrections!
- Not 10m Satellites: 10,000
Golf
- I suck. But I will persevere.
- What is the point, if life is so stressful otherwise. GOOD Questions.
Politics
Play You can’t earn $1 billion. AOC is so stupid and un motivating.
Play. Bezos response
529 Plans:
- Nuances of 529s
- Good problem to have.
- Dealing with Apartment costs exceeding “allowed” cost of housing. Total BS.
Markets
Booming!!!
ATH: 1 year:
IGV up 18% since I bought: BOOM!
Secondary Markets for Private Companies
- SPVs and LLCs buying interests with underlying shares in private companies is risky. WSJ article here.
- My experience. Risk on, but understand it. Likely cash back, but may not get shares. If cash, taxable.
SalesForce
- Mark is All-In on the All-in Podcast on AI.
- Play 40.00 Mark talking about the AI power of SalesForce, Slack, etc…
- FAR FROM DEAD.
Inspiration from Chamath on Time and Positivity.
Key to winning:
Choose to be positive and grateful. Then, just keep at it. Time is the great compounder and will do the rest. So many people just don’t have the discipline to stay positive and grateful. Then time compounds the bitterness instead.
Same with Finance and Investing.
Tesla
Tesla Berlin Manufacturing Video
SpaceX
Launch in a couple of hours!!
IPO update. Allocation. $1.5-2. I’ll bet it goes to 3t.
SpaceX and Anthropic
AI
OpenAI Lawsuit.
- Basically came down to SoL. Meaning he had 2 or 3 years to file. He knew about and went along with it for quite some time.
- Though I am a Musk fan, I agree with the simplicity of this.
AI personal Story
- Golf.
- Used Claude to interpret all stats and provide thoughts.
Politics
- Play Jeff Bezos on doing his job right and his for-profit companies will do more for societal good than any non-profit.
- Play. Jeff Bezos on what AI will do for jobs.
Fraud:
- Kash Patel on arresting 15 people on Minnesota fraud of $90m
- Amy Bach 40+ years in prison. Feeding our Future. Here is another one $250m.
Spencer Pratt