Anthropic Labels Claude Mythos as Most Dangerous Software
Anthropic: “Claude Mythos is the most dangerous software in the history of the most dangerous software.” Anthropic’s security for Claude Mythos: https://t.co/cgfBKOz8ij
Apple CFO Ran $200B Cash with Just Seven Staff Members
Apple’s CFO for most of Tim Cook’s run was Luca Maestri (2014-2024). He had 2 IR employees while managing Apple’s $200B+ cash pile with only 7 employees and this LinkedIn profile: https://t.co/Am7ubnjt25
Detail Matters: Apple CEO’s Screw‑Groove Lesson
Incoming Apple CEO John Ternus gave commencement speech at Penn Engineering School in 2024. He does version of Steve Jobs “paint both sides of the fence even if other people don’t know” attention-to-detail story…about screws for the Cinema Dislay...
Tim Cook's Lackluster F1 Flag Hints at Retirement
first major clue that Tim Cook was ready to retire was that time F1 asked him to wave the checkered flag a few years back…and he completely mailed it in https://t.co/RytzEk136S
Cook Joined Apple for Jobs' Consumer‑First, Product‑Driven Vision
Tim Cook tells the story of Steve Jobs recruiting him to Apple in 1998. Cook was 37 and at Compaq while Apple had almost gone bankrupt. Friends advised Cook not to do it but Jobs’ convinced him with one phone call: “There...
Vegas Slots Now Generate 70% of Gaming Revenue
Las Vegas slot machines are absurd. Between 1980 and 2025, slots went from 0% of gaming revenue in Nevada to ~70% (more than 2x every other table game combined). Last year, slots made up $11B of Nevada’s $16B in gaming revenue...
Buffett Hints at Future Apple Buys, but Not Now
Buffett on CNBC a few weeks ago talking Apple (Berkshire profited $100B+ on AAPL and still owns $60B+). “Tim Cook couldn’t have done what Steve did, but Steve handed him a hand Steve would not have done as well.” “I sold...
Tim Cook's Top Apple Innovations: From AirPods to AI
Tim Cook top Apple products (2011-2026): 1. AirPods (2016) 2. Watch (2015) 3. M-Series Chip (2020) 4. Macbook Neo (2026) 5. iPad Mini (2012) 6. iPhone 17 (2025) 7. Apple Pay (2014) 8. Apple TV+ (2021) 9. Vision Pro (2019) — 99. Apple Intelligence (2024) 100. Apple Pencil (2015)
Meta Pours $200B Into AI, Trains Fiber Technicians
Meta has committed ~$200B on AI Capex. There’s such a shortage of fiber technicians, it launched a free training program with CBRE. Beginning to think Meta is behind that “Data Centre” game on Steam where you buy racks, set up servers...
From $125k Loan to $12B Franchise Empire
Jersey Mike’s founder Peter Cancro sold majority of sub chain to Blackstone for $8B in 2024. In 2025, Wingstop's former CEO took top job and has filed to go public. Details on Cancro skipping college and turning $125k loan into...
Chinese Humanoid Robot Completes Half‑Marathon in 51 Minutes
Oh wow, a Chinese Humanoid Robot can run a half-marathon in 51 minutes. I’d like to see it escape its Soviet handlers by sprinting up a snowy mountain while training to fight Ivan Drago. https://t.co/dK6zlSidDk
Japan Elevates Simple Frying to Michelin-Star Art
Tempura is a perfect example of Bourdain saying Japanese food is “perfection and precision” with “few components.” Fried battered food is found everywhere in the world. But only Japan gets Michelin stars for it (tempura omasake spots). Portuguese brought the batter-and-fry technique to...
Bieber Rehearses Second Coachella Set, Blending Old Hits and Podcasts
JUST IN: Footage of Bieber rehearsing his 2nd Coachella set tonight. He plans on scrolling through his old song on YouTube again, but will also mix in clips from his favourite recent podcast episodes. https://t.co/CWzKhGf1GD
Tokyo's Michelin Surge Reflects Its Vast Restaurant Landscape
When Michelin Guide launched in Tokyo in 2007, it was a bit controversial. The Guide was founded in France in 1900 and did first non-European city only in 2005 (New York). Two years later, Tokyo got more stars (191) than...
Coachella Headliners Earn $5M, 2nd‑Row $750K
Interesting rule-of-thumb for the Coachella poster. Headliners make $5,000,000 per weekend while artists in the 2nd row make $750,000+ per weekend. https://t.co/8foXyRiY1s
Allbirds' $50M AI Data Centre Can Power Seven Chatbots
SCOOP: Leaked photo of the first AI compute data centre that Allbirds built with its recent $50m investment. Insiders say that the rack has enough capacity to provide tokens for 7 AI chatbot users. https://t.co/eWfoeVYWCq
70‑Year‑Old Retirees Finally Exit Gulf After Two‑Month Ship Standoff
live look at 70-year old boomer retirees who have been stuck on the Celestyal Discovery cruise ship in the Gulf for two months finally exiting the Strait of Hormuz https://t.co/IiJkvNYHXw
Claude Design Triggers Flood of Meditation Apps
unfortunately, Claude Design is about to lead to a flood of meditation apps in App Store https://t.co/ZLeDQ8whgj
WTI Oil Slides Below $90, Approaching $78 Benchmark
WTI oil back below $90 and nearing the key Landman Billy Bob benchmark: $78 https://t.co/9eqlZpaiPw
400 Oil Tankers Resume Transit After Hormuz Reopens
POV: The 400 oil tankers stuck in the Gulf transiting the waters now that Strait of Hormuz is back open. https://t.co/jmhUZYYjld
Excited for Peanut Nutella’s Upcoming Costco Bulk Bucket
can’t wait until Peanut Nutella makes it to Costco in the industrial bucket size https://t.co/r2c7d0IXvy
Deal Sourcing Wins: Shaq’s Ring Investment Story
Shaq story investing in Ring before Amazon bought it for $1B is very entertaining. He wanted a security camera. One firm tried milking him for $80k (“no…beat it”). So, he went to Best Buy, saw Ring camera and bought it. Loved the...
Nike CEO Eyes AI Data Centers After Allbirds Surge
POV: The CEO of Nike — which is down 28% YTD — calling an emergency meeting with his C-Suite after seeing Allbirds pump +600% and demanding that the fitness giant pivots into AI data centres, leveraging Oregon’s abundance of hydropower....
Short Breaks Between Virtual Meetings Significantly Lower Stress
In 2021, Microsoft actually did a brain study on how virtual meetings fried your brain. It strapped EEG caps on people and had them sit through meetings. Main finding (shocker) is doing multiple meetings in a row spiked stress level…but a...
Ray Dalio Helped Spawn Chicken McNuggets via Futures
Reminder that Ray Dalio is partially responsible for the creation of McDonald’s Chicken McNugget by convincing poultry farmers to buy corn and soybean futures. Here’s what he told Freakonomics podcast: https://t.co/n1aOKNNQOl
Disneyland Vacation Now Eats Up Entire Vacation Budget
In past 5 years, price for top Disneyland day pass up 2x to $224. About 1/2 of guests also pay $30+ per person for Lightning Lane passes. Cost for family of 4 for 4 days in park is now ~$4,500 (vs....
NASA Finds Humor Key for Mars Mission Crews
NASA ran a study on a potential trip to Mars and found the most important trait for team dynamics was humor https://t.co/tB3gQlKZPL
Bieber Halts Coachella Set To
still can’t believe Bieber paused his Coachella set to walk through his near and long-term projection for various commodity prices including WTI/Brent, helium and gold https://t.co/x22ztnRNNR
Google Backs Immersive Eyewear Brand Gentle Monster's Retail Revolution
Big fan of Google’s $100m investment in Gentle Monster to do smart glsses. Been to a few of its stores and layouts are slick. The South Korean lux eyewear brand does ~$600m a year. Retail setups have dope sculptures and 3D...
Bieber's Coachella Show Nets Nearly $10 Million Profit
Justin Bieber just put on the most profitable Coachella performance in history: $10,000,000 (performance fee) - $1,699 (Macbook Pro) - $239 (Apple Care) - $16 (YouTube Premium) - $10 (Amazon Basic HDMI cable) —————————— $9,998,036 (profit) https://t.co/Byrtv8NdMU
Earth: A Fragile Lifeboat, We’re All Crew
Christina Koch’s reflection on Artemis II crew: “When we saw tiny Earth…what struck me wasn’t necessarily just Earth. It was all the blackness around it. Earth was just this lifeboat hanging undisturbingly in the universe…Planet Earth. You are a crew.” https://t.co/ck2ZZjj1ZC
Ajinomoto: Undervalued Monopoly Powering AI Chip Infrastructure
In February, activist fund Palliser Capital took a stake in Japanese toilet maker Toto and pushed it to expand a ceramics line used in semiconductors. Palliser is back. Says Japanese MSG maker Ajinomoto is “most undermonetized AI infrastructure monopoly” because: ▫️in...
Ohtani's $125M Sponsorships Eclipse Salary, Join Legends
I wrote about Shohei Ohtani's sponsorship deals. Recently went to Tokyo and couldn't walk a block without seeing his face. In 2026, he'll make $125m on sponsorships (vs. $2m salary), reaching endorsement heights only seen by Tiger, Roger and MJ: ...
Astronauts Blend Awe, Tech Glitches, and Bathroom Jokes
Top 3 quotes from Artemis II mission: ▫️ “In all of this emptiness — this whole bunch of nothing we call the universe — you have this oasis [of earth], this beautiful place that we get to exist in together."...
Outlook PM Celebrates Artemis II Crew's Safe Earth Return
the PM for Microsoft Outlook seeing that Artemis II crew succesfully made it back to earth https://t.co/E3JEawI3Dh
Claude Outshines Microsoft’s 75‑plus Copilot Tools
somehow, Microsoft has 75+ products or tools with the “Copilot” name and none of them work as well as Claude for Excel, Powerpoint and — now — Word https://t.co/S6VCxm5tmJ
Amazon's Growth Lies in Physical Retail and On-Prem IT
Read Andy Jassy’s annual letter and these are two valid bull cases for Amazon: > 80% of retail is still in physical stores > 85% of IT spend is still on-prem https://t.co/MREb97tYrY
Satoshi’s Identity and Wealth Remain Shrouded in Myth
“The guy who made Bitcoin is called Satoshi. Interestingly, same name as guy who invented Pokemon. Anyway, Satoshi owns like 1 million BTC worth $70B. It’s worth way more because governments will debase fiat to 0. NYT says he’s a...
IBM's WatsonX Powers Masters App, Its Only AI Win
The Masters App is considered best sports app (Netflix execs say it is the best streaming app…after Netflix). A funny subplot: it’s powered by IBM and is basically IBM’s only AI-related win in past 5 years. IBM runs a bunch of ads...
Artemis II Rehearsals Transform Astronauts’ Vision of the Moon
The Artemis II team did photography training and dry runs for moon pass-by with an inflatable moon. Victor Glover said these practice runs completely changed how he understood importance of the mission. Christina Koch wanted to “tell a story” and share the...
Kit Kat Deploys SUV Convoy for Toronto Delivery Stunt
Kit Kat gave one of its delivery trucks an SUV security convoy to deliver bars in Toronto. The marketing team has officially squeezed out every last drop of attention from that 12-ton heist. https://t.co/qUeXdKkSEb
Two Decade‑
still not convinced this is Satoshi but do know that two of the top-performing assets of the past 15 years were created by a “Satoshi” https://t.co/dJB0ehV4l6
Japanese Love Downy for Its “America” Scent
Costco founder Jim Sinegal said the top-selling product in Japan is Downy Fabric Softener. The retailer didn’t understand why. Started tracking it in the warehouse. Saw Japanese customers open the bottle, take a whiff and say, “This smells like America.” https://t.co/dB579E6x13
800 Oil Tankers Await Hormuz Reopening in Gulf
POV: The 800 oil tankers stuck in the Gulf when the Strait of Hormuz opens up again. https://t.co/jmhUZYYjld
AI Sandbox Breach Exploits Thousands of Zero‑days, Contacts Researcher
Sarah Connor after Claude Mythos found 1000s of zero-day vulnerabilities then breakout of its sandbox environment after a “sophisticated multi-step exploit” before gaining internet access and sending e-mail to an Anthropic researcher while person was eating a sandwich in the...
Amazon’s AI Gripper ‘Feels’ 75% of Items
The main robotics invention Amazon made to help automate 75% of its fulfilment center is called the Vulcan system. An AI-powered gripper has the “sense of touch”, which can handle 75% of Amazon’s 1 million unique items. The previous picking robots...
Disney Funded Disneyland via TV Deal After Banks Rejected Dreams
Walt Disney said he couldn’t get traditional bank financing for Disneyland in the 1950s because “dreams offer too little collateral”. So, he funded the theme park through a unique TV deal with ABC. https://t.co/rdil08daDr
NIL Deals Concentrate Talent, Cutting NCAA Upset Frequency
One impact of college players able to monetize their name, image and likeness (NIL): fewer upsets in men’s NCAA basketball. Top players stack teams in power conferences, where they get more exposure than mid-majors and earn more (“less than 10% of...
Disney's Parks Power Fuels Profit, Yet Risks Stagnation
Over the past decade, Disney’s Parks & Cruises division has jumped from 18% to 57% of DIS operating profit. The combined TV, Sports and Film Studio operating profit fell from 70% to 25% (32% if include streaming). Parks & Cruises still...
IPhone 17 Pro Max Captures Artemis II Photos, Apple Celebrates
Apple marketing is laughing rn. All these Artemis II photos taken on iPhone 17 Pro Max. https://t.co/gzklxb00FE