I am visiting Zurich tomorrow for an investment conference. If someone wants to meet up from the investment community feel free to DM me.

My article on Generative AI is out. Breaking down what industries and companies stand to benefit most and what the future of generative AI might look like. From cloud players: $MSFT, $GOOGL, $AMZN to data companies and semiconductors.

$SOFI going nuclear.

The link to the newsletter:

Tomorrow I am posting an extensive article in my newsletter on the most interesting AI & LLM investments. - the impact of generative AI on the economy - a breakdown of the sectors, subsectors & companies that are benefiting from this new trend - industry insider insights &…

Former $META researcher: - Custom ads with generative AI will help $META - Estimates that with new AI $META will be able to cut costs by 10-15%. - The big tech companies are going to be even stronger & selling access to output like OpenAI does is not going to do well.

A very insightful interview! If you like this kind of content, I would appreciate a like, RT. Also, feel free to follow me as I will continue to share more interviews like this. Full interview is found on Stream:

Whether we talk about AI or AR/VR at the end of the day it’s all Taiwan Semi $TSM.

Shortly after password Crackdown, $NFLX had highest rate of sign-ups since Antenna began tracking data in 2019 - WSJ Could have seen it coming…

Zuckerberg’s internal comments on the $AAPL Vision Pro headset by the Verge. Key points: - no new tech that $META doesn’t have - fundamentally different approach. $META wants people to be connect and active & $AAPL demo showing only people doing stuff alone on their couch.

$SOFI back above $8. Even though the company is growing top line like no other financial firm and has a pure software business with Galileo and Technisys inside of it the market had treated it the same as a pure bank stock. That is wrong IMO. Also Noto lived up to the high…

Morgan Stanley's survey in April showed 74% of $META Instagram users use Reels, up from 69% in September 2022 and 62% in March 2022. At the same time, TikTok "flattening". All recent data points to $META successfully pulling out the $SNAP Stories playbook on TikTok.

Zuck must be so happy right now. - $AAPL just "confirmed" the future hardware platform is AR/VR. - The $AAPL headset doesn't have any supernatural capability over Quest. It is actually plugged into a battery with a cord. - To top it, it's priced at $3499. DAMN.

Big news for $U engine as it partners with $AAPL on the Vision Pro.

Hey, $AAPL, we get the immersive AR, but seriously what's up with the cord?

Here we go, $AAPL Vision PRO... And so it begins, $META Zuck finally competing with $AAPL on a hardware platform head to head.

I wonder if today's $AAPL event and Apple going into AR/VR will drive a new mainstream tech trend for AR/VR similar to what ChatGPT did for AI. $AAPL certainly has probably the most media reach, so everyone will hear about it. With new tech, timing is everything.

If you like this kind of content, I would appreciate a like, RT. Also, feel free to follow me as I will continue to share more interviews like this. Full interview is found on Stream:

Former Head at $META: - WhatsApp is still very unmonetized, believes $META should be jumping all in monetizing; users already used to a lot of commerce on WA - AI fits well with WA - Growth at $META vs $GOOGL & not worried about TikTok; the same playbook as was with $SNAP

My highest conviction company right now for the long run is $AMZN. It is also my biggest position. They are in a perfect position both in terms of: - e-commerce, with a delivery logistics physical moat - cloud within a 3 way oligopoly industry - ad sector with a clear intent…

If you like this kind of content, I would appreciate a like, RT. Also, feel free to follow me as I will continue to share more interviews like this. Full interview is found on Stream:

Two interesting nuggets from a former VP at GCP / $GOOGL. Contrarian takes to what most believe: - Cybersecurity on the cloud is not a monetizable opportunity. Users expect there to be security by default. - selling GPUs might be a race to the bottom

$AMZN killing another industry. Love it.

Zuck pulling the right moves again. $META showing off the cool new Quest 3 right before $AAPL launches their overpriced VR option. Well done.

Very insightful interview. If you like this kind of content, I would appreciate a like, RT. Also, feel free to follow me as I will continue to share more interviews like this. Full interview is found on Stream: