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"That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”

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Apparently, if you ask Sam Altman how his $13 billion money-losing for profit not-for-profit can support $1.4 TRILLION of spend commitments, he gets very defensive and starts to attack non-existent short sellers. I cannot wait for OpenAI to be a public company.

Apparently, if you ask Sam Altman how his $13 billion money-losing for profit not-for-profit can support $1.4 TRILLION of spend commitments, he gets very defensive and starts to attack non-existent short sellers. I cannot wait for OpenAI to be a public company.

Compound248 💰

4,137,062 次观看 • 7 个月前

I literally was the Head of Strategy at Twitter. Not even kidding. Anyone who followed me last year knows this is true - Elon Musk can verify.

I literally was the Head of Strategy at Twitter. Not even kidding. Anyone who followed me last year knows this is true - Elon Musk can verify.

Compound248 💰

14,447,361 次观看 • 3 年前

Paul Tudor Jones on risk management: “I had this ten thousand dollar account, and I’d run that thing up to a hundred and I’d run it back down to zero.” “The idea of owning something for the long-run was laughable…the volatility profile was off the charts.” -Paul Tudor Jones

Compound248 💰

371,190 次观看 • 1 个月前

30 minutes after Sam shutdown Brad’s question about, “can you actually afford $1.4 TRILLION of spend,” Sam dropped off the pod. The VERY FIRST thing Brad did w/ Satya after Sam left was return to the topic, defend his question, & reiterate he’s a buyer, not a seller, of OAI. 😂

30 minutes after Sam shutdown Brad’s question about, “can you actually afford $1.4 TRILLION of spend,” Sam dropped off the pod. The VERY FIRST thing Brad did w/ Satya after Sam left was return to the topic, defend his question, & reiterate he’s a buyer, not a seller, of OAI. 😂

Compound248 💰

1,391,718 次观看 • 7 个月前

Who’s going to tell him? Chamath Palihapitiya claims his AI software dev company, 8090, has been evaluated by “all the big, major” PE firms and their portcos. Precisely ZERO have hired 8090. He says this is because those are “B and C companies” run by “C and D players.” He literally says, “it’s not us, it’s them.” Bold strategy, Cotton.

Who’s going to tell him? Chamath Palihapitiya claims his AI software dev company, 8090, has been evaluated by “all the big, major” PE firms and their portcos. Precisely ZERO have hired 8090. He says this is because those are “B and C companies” run by “C and D players.” He literally says, “it’s not us, it’s them.” Bold strategy, Cotton.

Compound248 💰

1,054,277 次观看 • 8 个月前

“Your job is to say ‘no.’” - Ajit Jain, $BRK’s insurance chief “It is very difficult to recruit people to sit back and do nothing. “You will get bombarded with deals, day in and day out. Your base case is, ‘just say no.’ “Every now and then, you will come across a deal that will hit you with a 2x4 and it will be screaming money. “That’s when you come to me.” Ajit and Greg note that insurance, investing, and capital allocation all share this trait. Personally, I am not worried that Berkshire will lack wisdom or lose its way - I look forward to seeing what comes next.

“Your job is to say ‘no.’” - Ajit Jain, $BRK’s insurance chief “It is very difficult to recruit people to sit back and do nothing. “You will get bombarded with deals, day in and day out. Your base case is, ‘just say no.’ “Every now and then, you will come across a deal that will hit you with a 2x4 and it will be screaming money. “That’s when you come to me.” Ajit and Greg note that insurance, investing, and capital allocation all share this trait. Personally, I am not worried that Berkshire will lack wisdom or lose its way - I look forward to seeing what comes next.

Compound248 💰

195,939 次观看 • 1 个月前

The first question for the Greg Abel-led $BRK annual meeting came from one of its longest-term shareholders. A familiar face… ❤️

The first question for the Greg Abel-led $BRK annual meeting came from one of its longest-term shareholders. A familiar face… ❤️

Compound248 💰

191,115 次观看 • 1 个月前

“Hi, my name is Timothy Ferriss, and I’m a Guest Lecturer at Princeton University twice a year…” Before Tim Ferriss was “Tim,” a slightly nervous “Timothy” asked Charlie & Warren in 08 to advise a newly successful 30-yr old, non-investment professional how best to invest. 1/x👇🧵

“Hi, my name is Timothy Ferriss, and I’m a Guest Lecturer at Princeton University twice a year…” Before Tim Ferriss was “Tim,” a slightly nervous “Timothy” asked Charlie & Warren in 08 to advise a newly successful 30-yr old, non-investment professional how best to invest. 1/x👇🧵

Compound248 💰

2,974,646 次观看 • 3 年前

“Hi, my name is Andrew and I’m wondering if you had more day with Charlie, what would you do with him?“ The most poignant question of the day came from a child. Buffett’s answer eulogized Charlie and sprinkled fabulous life advice throughout. “[Charlie and I] never had any doubts about the other. person.“ Listen all the way - Warren ends it epically. ❤️

“Hi, my name is Andrew and I’m wondering if you had more day with Charlie, what would you do with him?“ The most poignant question of the day came from a child. Buffett’s answer eulogized Charlie and sprinkled fabulous life advice throughout. “[Charlie and I] never had any doubts about the other. person.“ Listen all the way - Warren ends it epically. ❤️

Compound248 💰

1,727,455 次观看 • 2 年前

Warren Buffett slipping up and accidentally calling Greg Abel “Charlie” may be one of the most charming and perfect honors I’ve seen of the recently passed Charlie Munger. You know Charlie is deep in Warren’s heart. $BRK

Warren Buffett slipping up and accidentally calling Greg Abel “Charlie” may be one of the most charming and perfect honors I’ve seen of the recently passed Charlie Munger. You know Charlie is deep in Warren’s heart. $BRK

Compound248 💰

1,710,981 次观看 • 2 年前

Mid-30s Unemployment?! “I think it’s very natural to be concerned about jobs. “I think young people coming out of university today, it’s like 9% unemployment. “I think it could easily go into the mid-30s in the next couple of years.” - Bill McDermott $NOW CEO CNBC: “The mid-30s?!” Bill McDermitt: “I do, because what’s happening now is for the non-differentiating roles, so much of the work is going to be done by agents. “So it’s going to be challenging for young people to differentiate themselves.”

Mid-30s Unemployment?! “I think it’s very natural to be concerned about jobs. “I think young people coming out of university today, it’s like 9% unemployment. “I think it could easily go into the mid-30s in the next couple of years.” - Bill McDermott $NOW CEO CNBC: “The mid-30s?!” Bill McDermitt: “I do, because what’s happening now is for the non-differentiating roles, so much of the work is going to be done by agents. “So it’s going to be challenging for young people to differentiate themselves.”

Compound248 💰

185,993 次观看 • 3 个月前

Suck John Mackey’s ruggedly individualistic balls, Mamdani. The founder of Whole Foods on why capitalism is the greatest idea ever invented: it is the fountainhead of all prosperity.

Suck John Mackey’s ruggedly individualistic balls, Mamdani. The founder of Whole Foods on why capitalism is the greatest idea ever invented: it is the fountainhead of all prosperity.

Compound248 💰

304,256 次观看 • 5 个月前

“The time has arrived… “…where Greg should become the Chief Executive Officer of [Berkshire Hathaway] at year-end.” 💥 Warren Buffett broke the news at the close of the $BRK annual meeting. He’d only told his family - Greg Abel himself didn’t know! Greg will have all authority, including capital allocation (eg, investing and acquisitions).

“The time has arrived… “…where Greg should become the Chief Executive Officer of [Berkshire Hathaway] at year-end.” 💥 Warren Buffett broke the news at the close of the $BRK annual meeting. He’d only told his family - Greg Abel himself didn’t know! Greg will have all authority, including capital allocation (eg, investing and acquisitions).

Compound248 💰

703,711 次观看 • 1 年前

Buffett: “What do you think the end will be?” Munger: “Bad.” In 2005, exactly 20 years ago, Buffett and Munger talked about the consequences of US structural trade deficits. Warren Buffett predicted: “Ownership by the rest of the world, of [the US], would be seen as a form of taxation 20 years from now by the people who reside here.” 👀

Buffett: “What do you think the end will be?” Munger: “Bad.” In 2005, exactly 20 years ago, Buffett and Munger talked about the consequences of US structural trade deficits. Warren Buffett predicted: “Ownership by the rest of the world, of [the US], would be seen as a form of taxation 20 years from now by the people who reside here.” 👀

Compound248 💰

715,806 次观看 • 1 年前

For everyone out here wondering who tf Michael Platt of BlueCrest is, he reportedly gained 73% last year, after 38%, 20%, 153%, 30%, 95%, 50%, 25%, 54%, & 50% over the prior nine years. Here he is in 2019. Lord knows how big his smile must be this year.

For everyone out here wondering who tf Michael Platt of BlueCrest is, he reportedly gained 73% last year, after 38%, 20%, 153%, 30%, 95%, 50%, 25%, 54%, & 50% over the prior nine years. Here he is in 2019. Lord knows how big his smile must be this year.

Compound248 💰

247,546 次观看 • 5 个月前

Google cofounder, Sergey Brin, says he listens to the All-In Pod and The Ben Shapiro Show. Please, nobody let the @jason hear this: the All-In egos cannot stand further inflation. Brin also drops a new AI product announcement: Conversational Gemini Voice is getting a big upgrade.

Google cofounder, Sergey Brin, says he listens to the All-In Pod and The Ben Shapiro Show. Please, nobody let the @jason hear this: the All-In egos cannot stand further inflation. Brin also drops a new AI product announcement: Conversational Gemini Voice is getting a big upgrade.

Compound248 💰

273,361 次观看 • 6 个月前

It must be an absolute shtshow over at Starbucks. It is hard to emphasize this enough: The proposed strategy outlined below by $SBUX’s new CEO - Brian Niccol - undoes EVERY point of emphasis of his predecessor (a former McKinsey partner). Disaster.

It must be an absolute shtshow over at Starbucks. It is hard to emphasize this enough: The proposed strategy outlined below by $SBUX’s new CEO - Brian Niccol - undoes EVERY point of emphasis of his predecessor (a former McKinsey partner). Disaster.

Compound248 💰

773,874 次观看 • 1 年前

Imagine thinking Warren Buffett could use “inside information” to make an investment he then holds for 40 years. Props to the Buff-dawg for getting away with it for so long.

Imagine thinking Warren Buffett could use “inside information” to make an investment he then holds for 40 years. Props to the Buff-dawg for getting away with it for so long.

Compound248 💰

178,639 次观看 • 4 个月前

🔥 Shots fired 🔥 “If it makes a difference to you whether your stocks are down 15%, you need to get a somewhat different investment philosophy… “The world is not going to adapt to you. You are going to have to adapt to the world.” “What has happened in the last 45 days is really nothing…this has not been dramatic… “There’s been three times since we acquired Berkshire that Berkshire has gone down 50%. Nothing was fundamentally wrong with the company at any time.” - Warren Buffett on investment psychology at $BRK AGM 2025

🔥 Shots fired 🔥 “If it makes a difference to you whether your stocks are down 15%, you need to get a somewhat different investment philosophy… “The world is not going to adapt to you. You are going to have to adapt to the world.” “What has happened in the last 45 days is really nothing…this has not been dramatic… “There’s been three times since we acquired Berkshire that Berkshire has gone down 50%. Nothing was fundamentally wrong with the company at any time.” - Warren Buffett on investment psychology at $BRK AGM 2025

Compound248 💰

456,283 次观看 • 1 年前

Buffett on markets, cash, portfolio management, and opportunism. “ I wouldn’t do anything nearly so noble as to withhold investing myself just so Greg can look good later on.” - Warren Buffett… …on the conspiracy that he’s built $330 billion of cash to give a blank sheet to his successor, Greg Abel. Says he would happily invest $100 billion tomorrow, but “the one problem with the investment business is things don’t come along in an orderly fashion.” The old man has still got it. Worth the listen.

Buffett on markets, cash, portfolio management, and opportunism. “ I wouldn’t do anything nearly so noble as to withhold investing myself just so Greg can look good later on.” - Warren Buffett… …on the conspiracy that he’s built $330 billion of cash to give a blank sheet to his successor, Greg Abel. Says he would happily invest $100 billion tomorrow, but “the one problem with the investment business is things don’t come along in an orderly fashion.” The old man has still got it. Worth the listen.

Compound248 💰

414,344 次观看 • 1 年前