Questioning the Future of the Venture Capital Model
Is this the end of the VC model? This Week in Startups with Alex Wilhelm and @Jason https://t.co/0yIfdvkReA
Cerebras IPO: Massive AI Chip Firm Secures $20B Deal
This is an extraordinary journey. Ups and downs and almost IPOs and now a grand big IPO. Kudos to the founders, to @ericvishria and the team at @benchmark Extraordinary non-consensus thinking, grit and hard work.
Iranian Oil Slick Threatens UAE Coast in 13 Days
Further update on the Iranian generated oil slick off of Kharg Island. If the slick is not dispersed, it could hit the UAE 🇦🇪 in 13 days based on its pace and direction. Source: @WindwardAI https://t.co/Qw6rEOrJ43
Bank of Israel Must Surprise Markets Amid Soaring Shekel
With the shekel continuing to rise, people are asking what would Stanley Fischer have done. My post from 2010 on @SeekingAlpha explains the Fischer model for Central Bankers. And yes I think the Bank of Israel needs to do something to...
Aleph Prioritizes Non‑Consensus Over Winning GenAI Race
Literally what I spoke about at our annual meeting this week. @aleph is architected for non consensus. We do not have the right nor the interest in winning in GenAI. This is very well written.
Admiral Cooper: Military Expert, Not Politician or Media Figure
Admiral Cooper, Head of Centcom, is not only an American Hero but has a keen understanding of Military Affairs, the Middle East and Maritime Strategy. He is also not a politician nor a media talking head. These words carry weight....
Aleph Bets on Early-Stage, Capital‑efficient Contrarian Investing
And this is why @aleph remains focused on early stage investing and cares about capital efficiency. Today, that is 100% Contrarian and non-consensus.
Debunking Iran War Myths: Must‑Read This Week
The 7 myths of the Iran War by @Doranimated is the best thing you will read this week.
US Blockade Shows First Real-Time Effects on Hormuz
First realtime signs of US blockade working. Suggest you listen to my interview with @WindwardAI CEO @AmiDaniel1 about Hormuz https://t.co/wQ3BuDMdyV
Hormuz Strait: Global Trade Can't Be Held Hostage
I know Dr. Vivian Balakrishnan, FM of Singapore. He is a brilliant man. Listen to what he says. Strait of Hormuz cannot be held hostage by Iran. ALL global trade depends on it.
Amazon and Nvidia Share Israeli AI Chip Roots
For those of you blown away by $AMZN announcement on Trainium4 and $NVDA growth, they have something important in common…🇮🇱🇮🇱
Analyst Argues LMND Is Massively Undervalued Like Early PGR
Not sure who this guy is, but he makes a compelling case as to why $LMND is way undervalued today much like $PGR was on IPO and after. https://t.co/dpGXCbM0Hj
Iran's Hormuz Threat Undermines Economy, Yet Nuclear Claims Unfounded
Back on with @ErinBurnett. It is not tolerable to let Iran inflict economic terrorism on the world economy via control of the Strait of Hormuz. Iranian fatwas are not worth the paper they're written on. Iran can never have nuclear weapons...
Iran's Control of Hormuz Threatens Global Trade
The Straits of Hormuz and maritime generally is THE story of the war with Iran. Iran cannot be left in charge of the Straits and choke the world. I recorded a special episode of Invested with @AmiDaniel1, founder & CEO...
Iran’s Attacks Force Israel to Restrict Holy Site Access
Many people of faith have asked why the Temple Mount, al aksa, the Western Wall and Church of the Holy Sepulchre are not open. It is because the Iranian death cult is firing on these holy places. Israel is ensuring that...