Загрузка видео...

Не удалось загрузить видео

На главную

Eos Energy [Full Investment Thesis]: Everything You Need to Know About $EOSE $EOSE 🔋has been my biggest position since 2023 - studying it has been a part/full-time job in itself.🔋 Here’s my 119-page, ~two-hour presentation on Eos Energy. Many have reached out wanting to learn more about the company...

LucasSacerdote_'s profile picture

Lucas Sacerdote🔋

6,337 subscribers

537,836 просмотров • 9 месяцев назад •via X (Twitter)

Наука и технологииОбразованиеФинансы
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

$EOSE This is HUGE! Over $4.5 billion in potential orders just from ONE customer. And I dont even think this is their biggest strategic customer. IEP — an energy developer that has grown alongside $EOSE — is stating over 15GWh+ of planned BESS. We know they work with Eos' technology. This is missing 2GWh of Data Center Robena and the Hummingbird BESS... Exiting times for IEP and Eos ahead. This demand tsunami needs to be met by someone, now. Here are my comments on how $EOSE has been growing their relationship with IEP since the very early days. They even provided upfront funding, that was later repaid when the project secured financing: For the full video, linked below 👇👇
1:11

$EOSE This is HUGE! Over $4.5 billion in potential orders just from ONE customer. And I dont even think this is their biggest strategic customer. IEP — an energy developer that has grown alongside $EOSE — is stating over 15GWh+ of planned BESS. We know they work with Eos' technology. This is missing 2GWh of Data Center Robena and the Hummingbird BESS... Exiting times for IEP and Eos ahead. This demand tsunami needs to be met by someone, now. Here are my comments on how $EOSE has been growing their relationship with IEP since the very early days. They even provided upfront funding, that was later repaid when the project secured financing: For the full video, linked below 👇👇

Lucas Sacerdote🔋

115,645 просмотров • 9 месяцев назад

Canadian Solar [Full Investment Thesis]: Everything You Need to Know About $CSIQ “THE GREAT SOLAR RECKONING” ☀️ 🔋$CSIQ became my largest position earlier this year, after I had been studying the company since 2023. Here is my 250-page, ~three-hour presentation on Canadian Solar. I made this video to compress the 1,000+ hours of work already done here, hopefully helping speed up the learning curve for anyone interested.☀️🔋 This is not meant to be flawless. It is meant to be done. I believe $CSIQ is entering one of the most promising periods in its history. With $15B+ in total assets, three multi-billion-dollar businesses spanning solar manufacturing, storage manufacturing, and project development across six continents, and a mere ~$1B market capitalization, Canadian Solar is poised to be one of the top energy performers in 2026. The market has left this company for dead. But underneath the surface, the foundations of the business have been getting stronger: - While the solar industry wrongly spent on building overcapacity, Canadian Solar was one of the few companies slowing down and investing upstream into its project development arm. - While everyone looked to globalize supply chains, Canadian Solar has been building its manufacturing presence in the U.S. since 2023. - While much of the industry was still debating battery storage, Canadian Solar was already building gigawatt-scale projects in 2021. Today, it is reaping the benefits of having been a first mover. This is the story of a company that, despite operating in a ruthless and complicated industry, has consistently been deliberate and rational in its capital allocation decisions. It remains founder-led, with the founder still owning ~20% of the company. Shareholder value creation will always be top of mind, regardless of the market’s current irrationality. The solar industry, like every commodity industry, is deeply cyclical. I am convinced we have already seen the worst of it, and that better profitability is ahead for equipment manufacturers. This is already starting to show in CSI Solar’s Q1 2026 results, with $100M+ in operating profit for the quarter. The supply-demand imbalance for electricity should result in excess profitability. $CSIQ is about to make the undeniable obvious: Canadian Solar is a Western (actually, global) leader in renewable energy. Not middle of the pack. At the very top. They produce ~25 GW of solar modules per year and ~15 GWh of storage per year. For reference, the entire U.S. added roughly 60 GW of total generation capacity in 2025. And they do not only manufacture. They also develop, engineer, construct, and operate billions of dollars of energy assets. That creates a powerful learning and feedback loop between manufacturing and operations, allowing them to stay ahead of the curve. Their BESS experience is the clearest example. At first glance, my estimates and projections may look overly optimistic. But I would ask you to take the time to analyze each one individually. I think you will see that even my bull case uses assumptions that many people already treat as base case assumptions for comparable companies such as $FLNC, $TE, $FSLR, $AMRC, $NXT, and others. My base case assumes roughly half the profitability the industry expects from peers, and still results in an ~10x investment opportunity. Not growing into it. Worth that today. Please feel free to share your thoughts, feedback, questions, and pushback!! ☀️☀️🔋🔋 Timeline CSIQ: 0:00 Introduction 1:38 Executive Summary 11:35 Macro 18:15 Corporate History 21:00 Management & Team 25:10 Solar Industry & Market 42:47 CSI Solar - the $7B solar behemoth $CSIQ owns 57:00 Project Demand - CSI Solar 1:00:05 BESS Subsidiary with Multi-GWh Firm Orders 1:05:35 Project Demand for e-Storage/BESS 1:11:44 Recurrent Energy - The Multi-Billion Renewable Project Developer 1:34:36 US Manufacturing - 10GWs of Capacity and First Ever to Produce Solar Cells Domestically 1:56:15 Competitors 2:19:29 Litigation 2:28:32 Quality 2:30:52 Valuation & Financial Analysis 2:40:40 Conclusion 2:43:15 Miscellaneous Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $CSIQ or any other security mentioned here. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, may currently hold positions in $CSIQ and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results. If you found this useful, follow me for more deep dives like this. I spend a ridiculous amount of time studying this whole ecosystem. Please like and share this post if you think more people should be aware of how attractive Canadian Solar could be as an investment opportunity.
2:50:23

Canadian Solar [Full Investment Thesis]: Everything You Need to Know About $CSIQ “THE GREAT SOLAR RECKONING” ☀️ 🔋$CSIQ became my largest position earlier this year, after I had been studying the company since 2023. Here is my 250-page, ~three-hour presentation on Canadian Solar. I made this video to compress the 1,000+ hours of work already done here, hopefully helping speed up the learning curve for anyone interested.☀️🔋 This is not meant to be flawless. It is meant to be done. I believe $CSIQ is entering one of the most promising periods in its history. With $15B+ in total assets, three multi-billion-dollar businesses spanning solar manufacturing, storage manufacturing, and project development across six continents, and a mere ~$1B market capitalization, Canadian Solar is poised to be one of the top energy performers in 2026. The market has left this company for dead. But underneath the surface, the foundations of the business have been getting stronger: - While the solar industry wrongly spent on building overcapacity, Canadian Solar was one of the few companies slowing down and investing upstream into its project development arm. - While everyone looked to globalize supply chains, Canadian Solar has been building its manufacturing presence in the U.S. since 2023. - While much of the industry was still debating battery storage, Canadian Solar was already building gigawatt-scale projects in 2021. Today, it is reaping the benefits of having been a first mover. This is the story of a company that, despite operating in a ruthless and complicated industry, has consistently been deliberate and rational in its capital allocation decisions. It remains founder-led, with the founder still owning ~20% of the company. Shareholder value creation will always be top of mind, regardless of the market’s current irrationality. The solar industry, like every commodity industry, is deeply cyclical. I am convinced we have already seen the worst of it, and that better profitability is ahead for equipment manufacturers. This is already starting to show in CSI Solar’s Q1 2026 results, with $100M+ in operating profit for the quarter. The supply-demand imbalance for electricity should result in excess profitability. $CSIQ is about to make the undeniable obvious: Canadian Solar is a Western (actually, global) leader in renewable energy. Not middle of the pack. At the very top. They produce ~25 GW of solar modules per year and ~15 GWh of storage per year. For reference, the entire U.S. added roughly 60 GW of total generation capacity in 2025. And they do not only manufacture. They also develop, engineer, construct, and operate billions of dollars of energy assets. That creates a powerful learning and feedback loop between manufacturing and operations, allowing them to stay ahead of the curve. Their BESS experience is the clearest example. At first glance, my estimates and projections may look overly optimistic. But I would ask you to take the time to analyze each one individually. I think you will see that even my bull case uses assumptions that many people already treat as base case assumptions for comparable companies such as $FLNC, $TE, $FSLR, $AMRC, $NXT, and others. My base case assumes roughly half the profitability the industry expects from peers, and still results in an ~10x investment opportunity. Not growing into it. Worth that today. Please feel free to share your thoughts, feedback, questions, and pushback!! ☀️☀️🔋🔋 Timeline CSIQ: 0:00 Introduction 1:38 Executive Summary 11:35 Macro 18:15 Corporate History 21:00 Management & Team 25:10 Solar Industry & Market 42:47 CSI Solar - the $7B solar behemoth $CSIQ owns 57:00 Project Demand - CSI Solar 1:00:05 BESS Subsidiary with Multi-GWh Firm Orders 1:05:35 Project Demand for e-Storage/BESS 1:11:44 Recurrent Energy - The Multi-Billion Renewable Project Developer 1:34:36 US Manufacturing - 10GWs of Capacity and First Ever to Produce Solar Cells Domestically 1:56:15 Competitors 2:19:29 Litigation 2:28:32 Quality 2:30:52 Valuation & Financial Analysis 2:40:40 Conclusion 2:43:15 Miscellaneous Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $CSIQ or any other security mentioned here. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, may currently hold positions in $CSIQ and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results. If you found this useful, follow me for more deep dives like this. I spend a ridiculous amount of time studying this whole ecosystem. Please like and share this post if you think more people should be aware of how attractive Canadian Solar could be as an investment opportunity.

Lucas Sacerdote🔋

92,720 просмотров • 3 месяцев назад

$EOSE This is my update video on Eos after their Q4 and preliminary Q1 results. We finally had enough new material info to warrant a new video. Since their Q4 results and the brutal drop in their share price, the company has: - Met Q1 guidance. - Largely resolved operational and manufacturing issues (probably). - ⁠Management owned the miss, took responsibility, and is rebuilding trust brick by brick. - The CEO bought $500K worth of stock, and two directors an additional $200K. - Cerberus is doubling down, seen in the appointment of a new Board of Directors seat. This came after appointing a new Chairman and directly investing in $EOSE's supply chain, as well as one of their customers. - Much better visibility into their software issues and fixes, hopefully leading to favorable field data. - Macro: Energy sovereignty tailwinds only getting stronger. - AI energy demand is strongly aligning with zinc’s advantages. I continue to be optimistic about $EOSE ’s potential, and remain a long-term investor. I’m also looking forward to sharing my largest position next week, which has now surpassed Eos. It will be presented in both article and video format. It is also in the renewables space. I believe the thesis will be easy to understand for anyone following Eos. More to come soon. 00:00 Introduction 01:18 Insider Buying + Cerberus Commitment Signals 03:50 Everzinc: Battery Tech & Supply Chain 12:04 Q4 Operational Results 13:59 Software Bottleneck 16:19 Indensity 17:22 Production Progress & Guidance Expectations 22:25 Q1 Results & Analysis 23:01 Customers Pipeline and Additional Orders 29:34 10K Insights + Financials Breakdown 33:54 Catalysts going forward 39:18 Macro Perspective 43:31 $10B+ Company in the Making 46:43 Conclusion Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $EOSE or any other security. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, including family accounts for which I have power of attorney, may currently hold positions in $EOSE and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results.
48:52

$EOSE This is my update video on Eos after their Q4 and preliminary Q1 results. We finally had enough new material info to warrant a new video. Since their Q4 results and the brutal drop in their share price, the company has: - Met Q1 guidance. - Largely resolved operational and manufacturing issues (probably). - ⁠Management owned the miss, took responsibility, and is rebuilding trust brick by brick. - The CEO bought $500K worth of stock, and two directors an additional $200K. - Cerberus is doubling down, seen in the appointment of a new Board of Directors seat. This came after appointing a new Chairman and directly investing in $EOSE's supply chain, as well as one of their customers. - Much better visibility into their software issues and fixes, hopefully leading to favorable field data. - Macro: Energy sovereignty tailwinds only getting stronger. - AI energy demand is strongly aligning with zinc’s advantages. I continue to be optimistic about $EOSE ’s potential, and remain a long-term investor. I’m also looking forward to sharing my largest position next week, which has now surpassed Eos. It will be presented in both article and video format. It is also in the renewables space. I believe the thesis will be easy to understand for anyone following Eos. More to come soon. 00:00 Introduction 01:18 Insider Buying + Cerberus Commitment Signals 03:50 Everzinc: Battery Tech & Supply Chain 12:04 Q4 Operational Results 13:59 Software Bottleneck 16:19 Indensity 17:22 Production Progress & Guidance Expectations 22:25 Q1 Results & Analysis 23:01 Customers Pipeline and Additional Orders 29:34 10K Insights + Financials Breakdown 33:54 Catalysts going forward 39:18 Macro Perspective 43:31 $10B+ Company in the Making 46:43 Conclusion Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $EOSE or any other security. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, including family accounts for which I have power of attorney, may currently hold positions in $EOSE and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results.

Lucas Sacerdote🔋

32,003 просмотров • 3 месяцев назад

The Truth About Switching Our Economy To Electric Energy Exposed. $12,000,000,000 (Billion Dollar) Cost Per 1 Hour Of Battery Storage Would Be Needed. It’s Absolutely Impossible & Pure Insanity “I wanna talk about batteries for a minute because I know that everybody thinks that this economy is going to be operated on wind and solar and battery power, and it cannot. There is no industrialized economy in the world operating that way because they need baseload. And I'll tell you what I know about batteries because I talked to somebody who was thinking of investing in it on a two hundred megawatt plant. $1,000,000 to be able to get each megawatt stored. That's $200,000,000 for his plant alone, And he would get 1 hour of storage. So if you want me to have 12,000 megawatts of storage, that's $12,000,000,000 for 1 hour of storage, $24,000,000,000 for 2 hours of storage, $36,000,000,000 for 3 hours of storage, and there are long stretches In winter, where we can go weeks without wind or solar, that is the reason why we need legitimate, real solutions that rely on base load power rather than fantasy thinking. And I am not going to engage in fantasy thinking and say something is possible When I know that my principal job I I think we need to stop. Principle job is to have a reliable energy grid. That's what I'm trying to do.”
1:04

The Truth About Switching Our Economy To Electric Energy Exposed. $12,000,000,000 (Billion Dollar) Cost Per 1 Hour Of Battery Storage Would Be Needed. It’s Absolutely Impossible & Pure Insanity “I wanna talk about batteries for a minute because I know that everybody thinks that this economy is going to be operated on wind and solar and battery power, and it cannot. There is no industrialized economy in the world operating that way because they need baseload. And I'll tell you what I know about batteries because I talked to somebody who was thinking of investing in it on a two hundred megawatt plant. $1,000,000 to be able to get each megawatt stored. That's $200,000,000 for his plant alone, And he would get 1 hour of storage. So if you want me to have 12,000 megawatts of storage, that's $12,000,000,000 for 1 hour of storage, $24,000,000,000 for 2 hours of storage, $36,000,000,000 for 3 hours of storage, and there are long stretches In winter, where we can go weeks without wind or solar, that is the reason why we need legitimate, real solutions that rely on base load power rather than fantasy thinking. And I am not going to engage in fantasy thinking and say something is possible When I know that my principal job I I think we need to stop. Principle job is to have a reliable energy grid. That's what I'm trying to do.”

Wall Street Apes

212,494 просмотров • 2 лет назад

#WATCH | Delhi: At the joint press conference with US Secretary of State Marco Rubio, EAM Dr S Jaishankar says, "There has been a very significant uptick in our energy imports from the United States. It's not new. It started out many, many years ago, but I think it's really picked up in the last year, and where India is concerned, this is an era of de-risking, and probably energy more than anything else requires de-risking. So, a big country, if you are to do de-risking, looks at multiple sourcing and for us, the United States has emerged as a very significant and reliable source of energy, as indeed have some other countries. The way we will deal with the current situation in Hormuz and frankly, going forward as well, is to diversify our energy sources, because that is at the heart of our energy security, and that is why we feel strongly that the energy market should not be distorted, should not be constrained. It is important to keep energy prices down for global growth..."
3:57

#WATCH | Delhi: At the joint press conference with US Secretary of State Marco Rubio, EAM Dr S Jaishankar says, "There has been a very significant uptick in our energy imports from the United States. It's not new. It started out many, many years ago, but I think it's really picked up in the last year, and where India is concerned, this is an era of de-risking, and probably energy more than anything else requires de-risking. So, a big country, if you are to do de-risking, looks at multiple sourcing and for us, the United States has emerged as a very significant and reliable source of energy, as indeed have some other countries. The way we will deal with the current situation in Hormuz and frankly, going forward as well, is to diversify our energy sources, because that is at the heart of our energy security, and that is why we feel strongly that the energy market should not be distorted, should not be constrained. It is important to keep energy prices down for global growth..."

ANI

16,795 просмотров • 2 месяцев назад

Free Energy Announcement Free Energy, otherwise known as Overunity is 100% real. The devices exist already. I have been told exactly how an operational device works. I signed an NDA so I won't be able to disclose specifics. Instead, I want to explain the concepts so everyone understands how it is possible. Overunity means Coefficient of Performance (CoP) greater than 1. More energy coming out of the device than is being locally put into it. This allows for a system that can perpetually produce energy without being plugged in. Many will claim this breaks the first and second laws of thermodynamics. The reason it doesn't break the second law is similar to a windmill or solar panel. The system is open to the Aether (quantum fluctuations) in the same way those systems are open to nature. The first law of thermodynamics says energy cannot be created or destroyed. Solar and wind cannot output more energy than they take because the inputs are limited, but the Aether represents potentially unlimited additional energy input. This is how an Overunity system produces CoP greater 1. 'Free Energy' is a misnomer. It means that the potential energy accessed is unlimited, but it does not mean that the cost of extracting it is zero. The materials to produce an Overunity device are currently expensive, as is the labor to build it. When these devices become more efficient to produce, the cost will drop. The benefits of Overunity include; 1. Energy independence from energy companies 2. The ability to live off the grid 3. No loss of power when the grid fails 4. Green energy with no pollution 5. Cost savings over time from high energy bills The downsides of Overunity include; 1. Large initial device cost 2. Disbelief I hope this information is as exciting to you as it is to me. I will try to answer any questions I can in the comments below. I am also willing to appear on shows and podcasts to discuss these concepts with the public. There are more announcements to come in the near future. Thank you.
6:31

Free Energy Announcement Free Energy, otherwise known as Overunity is 100% real. The devices exist already. I have been told exactly how an operational device works. I signed an NDA so I won't be able to disclose specifics. Instead, I want to explain the concepts so everyone understands how it is possible. Overunity means Coefficient of Performance (CoP) greater than 1. More energy coming out of the device than is being locally put into it. This allows for a system that can perpetually produce energy without being plugged in. Many will claim this breaks the first and second laws of thermodynamics. The reason it doesn't break the second law is similar to a windmill or solar panel. The system is open to the Aether (quantum fluctuations) in the same way those systems are open to nature. The first law of thermodynamics says energy cannot be created or destroyed. Solar and wind cannot output more energy than they take because the inputs are limited, but the Aether represents potentially unlimited additional energy input. This is how an Overunity system produces CoP greater 1. 'Free Energy' is a misnomer. It means that the potential energy accessed is unlimited, but it does not mean that the cost of extracting it is zero. The materials to produce an Overunity device are currently expensive, as is the labor to build it. When these devices become more efficient to produce, the cost will drop. The benefits of Overunity include; 1. Energy independence from energy companies 2. The ability to live off the grid 3. No loss of power when the grid fails 4. Green energy with no pollution 5. Cost savings over time from high energy bills The downsides of Overunity include; 1. Large initial device cost 2. Disbelief I hope this information is as exciting to you as it is to me. I will try to answer any questions I can in the comments below. I am also willing to appear on shows and podcasts to discuss these concepts with the public. There are more announcements to come in the near future. Thank you.

Ashton Forbes

390,159 просмотров • 2 лет назад

Anduril Founder Palmer Luckey on the Future of U.S. Energy: “There are so many things the United States needs to do on the energy front if we’re going to be competitive globally.” “The good news is, it looks like this administration is going to allow nuclear power to come roaring back.” “I think that for things like factories and data centers… they should just have on-premises power generation.” “They should have small nuclear plants, that way they’re not degrading everyone else’s grid.” “The other problem is the grid has become a political vector. In California, most of our energy cost is not the cost of making the energy… it’s all the political taxes that have been placed on top of it.” “Energy generation needs to become like a lathe or a screwdriver… just another tool at your factory that you use to get the job done.”
1:48

Anduril Founder Palmer Luckey on the Future of U.S. Energy: “There are so many things the United States needs to do on the energy front if we’re going to be competitive globally.” “The good news is, it looks like this administration is going to allow nuclear power to come roaring back.” “I think that for things like factories and data centers… they should just have on-premises power generation.” “They should have small nuclear plants, that way they’re not degrading everyone else’s grid.” “The other problem is the grid has become a political vector. In California, most of our energy cost is not the cost of making the energy… it’s all the political taxes that have been placed on top of it.” “Energy generation needs to become like a lathe or a screwdriver… just another tool at your factory that you use to get the job done.”

Anduril Appreciator

81,998 просмотров • 6 месяцев назад

David Friedberg: Big, Beautiful Bill Could Be Huge for Nuclear Energy "I'm not a huge fan of being dependent on government subsidized energy at all." "If the government is having to play a role in funding stuff, there's something really questionable in terms of our sustainability on that energy production source." "Because what you want is not just to make a bunch of energy in the next 6-12 years, you wanna make sure that you've got an engine for creating new energy production on a continuous basis, so we climb non-linearly, the energy production curve." "That's what we need to do." "And I hope one of the key outputs of this, which a lot of people are really unhappy about, the loss of the demand for solar and wind because of the loss of the government programs here, but what I'm hopeful for is it creates a natural market force for nuclear." "... I do think one of the potential benefits of removing those clean energy tax credits is that we actually see natural market forces drive demand for a more naturally sustainable, scalable energy production source."
1:17

David Friedberg: Big, Beautiful Bill Could Be Huge for Nuclear Energy "I'm not a huge fan of being dependent on government subsidized energy at all." "If the government is having to play a role in funding stuff, there's something really questionable in terms of our sustainability on that energy production source." "Because what you want is not just to make a bunch of energy in the next 6-12 years, you wanna make sure that you've got an engine for creating new energy production on a continuous basis, so we climb non-linearly, the energy production curve." "That's what we need to do." "And I hope one of the key outputs of this, which a lot of people are really unhappy about, the loss of the demand for solar and wind because of the loss of the government programs here, but what I'm hopeful for is it creates a natural market force for nuclear." "... I do think one of the potential benefits of removing those clean energy tax credits is that we actually see natural market forces drive demand for a more naturally sustainable, scalable energy production source."

The All-In Podcast

59,960 просмотров • 1 год назад

My conversation with John Arnold (John Arnold). Few people I've spoken with have as wide a view of the global system as John. He was one of the most successful energy traders of all time, and after stepping away from markets he built a foundation devoted to solving America's most critical systemic problems in a principled way. John's recent trip to China was the catalyst for this conversation, and I feel lucky we all get to learn from him. We discuss: - His trip to China and what it taught him about robotics, AI, and EVs - What it takes to be the best (and what it costs) - Building the best seat in the market - The state of energy markets today - NIMBYism as the impediment to progress - What he thinks about the wave of nuclear startups - Fixing America's broken systems: healthcare, criminal justice, education, and journalism Enjoy! Timestamps: 0:00 intro 0:45 China’s Rapid Transformation 3:53 Lessons from the Chinese EV Market 6:12 Robotics 11:22 The Discipline of an Elite Trader 15:42 Leveraging Scale and Proprietary Data 17:36 Lessons from the Baseball Cards 21:15 Trading Natural Gas and Market Dynamics 25:34 Innovation in the Modern Energy Sector 27:02 High-Level Goals of the U.S. Energy System 32:59 Overcoming NIMBYism 36:10 The Challenges of U.S. Transmission Lines 37:55 The Future of Nuclear, Fusion, and SMRs 44:00 The Economics of Solar and Battery Storage 48:28 Data Center Demand 50:28 Housing Reform 53:32 Rethinking the Role of Philanthropic Foundations 57:05 Improving the Criminal Justice System 1:01:58 Privacy and Security 1:05:03 Education and Life Outcomes 1:06:41 The Promise and Pitfalls of EdTech and AI 1:09:12 Identifying Market Failures in Healthcare 1:12:10 The Role of Regulation Across Different Systems 1:14:06 Journalism as the Fourth Estate 1:16:41 The Kindness of Hard Truths
1:22:58

My conversation with John Arnold (John Arnold). Few people I've spoken with have as wide a view of the global system as John. He was one of the most successful energy traders of all time, and after stepping away from markets he built a foundation devoted to solving America's most critical systemic problems in a principled way. John's recent trip to China was the catalyst for this conversation, and I feel lucky we all get to learn from him. We discuss: - His trip to China and what it taught him about robotics, AI, and EVs - What it takes to be the best (and what it costs) - Building the best seat in the market - The state of energy markets today - NIMBYism as the impediment to progress - What he thinks about the wave of nuclear startups - Fixing America's broken systems: healthcare, criminal justice, education, and journalism Enjoy! Timestamps: 0:00 intro 0:45 China’s Rapid Transformation 3:53 Lessons from the Chinese EV Market 6:12 Robotics 11:22 The Discipline of an Elite Trader 15:42 Leveraging Scale and Proprietary Data 17:36 Lessons from the Baseball Cards 21:15 Trading Natural Gas and Market Dynamics 25:34 Innovation in the Modern Energy Sector 27:02 High-Level Goals of the U.S. Energy System 32:59 Overcoming NIMBYism 36:10 The Challenges of U.S. Transmission Lines 37:55 The Future of Nuclear, Fusion, and SMRs 44:00 The Economics of Solar and Battery Storage 48:28 Data Center Demand 50:28 Housing Reform 53:32 Rethinking the Role of Philanthropic Foundations 57:05 Improving the Criminal Justice System 1:01:58 Privacy and Security 1:05:03 Education and Life Outcomes 1:06:41 The Promise and Pitfalls of EdTech and AI 1:09:12 Identifying Market Failures in Healthcare 1:12:10 The Role of Regulation Across Different Systems 1:14:06 Journalism as the Fourth Estate 1:16:41 The Kindness of Hard Truths

Patrick OShaughnessy

1,168,371 просмотров • 5 месяцев назад

Dear Brothers and Sisters, Here is the very first lecture on the basics of the Stock Market in Video format. I need your honest and constructive feedback because it is important that you must understand the concepts I teach. With time, things will improve, but please let me know about my shortcomings if I was unable to explain the topic properly. Besides, if you feel there is a need to bring further clarity and depth, let me know about this too. If you have any questions, feel free to ask in comments. I prepared an introductory Video which However, I intend to retake as there is serious need to understand importance of investments in detail. It is available on the link Please subscribe on it as I will be posting over there. For now, please watch Lecture #1 on X below (This same will be available on You tube tomorrow).
9:42

Dear Brothers and Sisters, Here is the very first lecture on the basics of the Stock Market in Video format. I need your honest and constructive feedback because it is important that you must understand the concepts I teach. With time, things will improve, but please let me know about my shortcomings if I was unable to explain the topic properly. Besides, if you feel there is a need to bring further clarity and depth, let me know about this too. If you have any questions, feel free to ask in comments. I prepared an introductory Video which However, I intend to retake as there is serious need to understand importance of investments in detail. It is available on the link Please subscribe on it as I will be posting over there. For now, please watch Lecture #1 on X below (This same will be available on You tube tomorrow).

Shayan Baig

40,233 просмотров • 8 месяцев назад

We profiled the most hyped energy startup in America. Exclusive look inside the $4B startup, Base Power, with co-founders Justin Lopas & Zach Dell A former SpaceX engineer & a Thrive capital investor, rebuilding American energy dominance. Trying to do what SpaceX did to NASA and Anduril to Lockheed. But for energy. Yep, a lot of ambition. So, what do they have to show for it? 0:00 Meet Zach & Justin: Raising $1.3B To Fix America's Grid 1:16 How The Grid Came 4 Minutes From Collapse 1:56 Zach: Why The U.S Desperately Needs A SpaceX for Energy 3:25 Justin Explain's Their Home Battery Installation 4:14 Why Thrive Capital Bet on Zach & Justin (feat. Avery Klemmer) 5:16 How Justin & Zach Met? (Anduril Factory Tour) 6:32 Zach’s Secret Co-founder Test on Justin 7:20 How Base Build Their Competitive MOAT... 10:34 Justin: “Everything you do more than once is a factory” 11:17 Zach: This Is How To Raise $1.3B from Tier-1 Funds... 13:38 How to Build An Elite Team & Culture 14:26 Zach: "I'm Never Stoked To Fire People, But..." 15:33 The Personal Cost of Being An Entrepreneur 16:35 Energy, China and America’s future 18:22 Unpacking The Chip on Zach's Shoulder 19:13 Zach: “I Am Not the CEO This Company Needs in 5 Years” 19:49 Sachin & Adam: Our 3 Biggest Takeaways
21:22

We profiled the most hyped energy startup in America. Exclusive look inside the $4B startup, Base Power, with co-founders Justin Lopas & Zach Dell A former SpaceX engineer & a Thrive capital investor, rebuilding American energy dominance. Trying to do what SpaceX did to NASA and Anduril to Lockheed. But for energy. Yep, a lot of ambition. So, what do they have to show for it? 0:00 Meet Zach & Justin: Raising $1.3B To Fix America's Grid 1:16 How The Grid Came 4 Minutes From Collapse 1:56 Zach: Why The U.S Desperately Needs A SpaceX for Energy 3:25 Justin Explain's Their Home Battery Installation 4:14 Why Thrive Capital Bet on Zach & Justin (feat. Avery Klemmer) 5:16 How Justin & Zach Met? (Anduril Factory Tour) 6:32 Zach’s Secret Co-founder Test on Justin 7:20 How Base Build Their Competitive MOAT... 10:34 Justin: “Everything you do more than once is a factory” 11:17 Zach: This Is How To Raise $1.3B from Tier-1 Funds... 13:38 How to Build An Elite Team & Culture 14:26 Zach: "I'm Never Stoked To Fire People, But..." 15:33 The Personal Cost of Being An Entrepreneur 16:35 Energy, China and America’s future 18:22 Unpacking The Chip on Zach's Shoulder 19:13 Zach: “I Am Not the CEO This Company Needs in 5 Years” 19:49 Sachin & Adam: Our 3 Biggest Takeaways

Sachin and Adam

67,096 просмотров • 2 месяцев назад

I sat down with Josef Schachter, one of Canada's most respected energy analysts with 45+ years in the market. Crypto can be interesting, but energy stocks can easily do a 10-20x themselves. He told me energy stocks are about to 10x, and most investors are completely ignoring it. He also sees a lot of dynamics between the fact that energy moves first, and companies follow through. I mentioned: this is the same principle as other crypto protocols vs. #Bitcoin. "We had the 1974-1981 energy bull market where stocks went 15 to 20x. We're in the early innings of that same cycle. The cure for low prices is low prices, we've had 12 years of underinvestment and the supply cliff is here." Buy before the crisis hits. Full episode on New Era Finance Podcast. TIMESTAMPS: 00:00 — Why Energy Stocks Will 10x 05:00 — The 1970s Playbook is Repeating 12:00 — Oil Rationing is Coming Back 18:00 — The Supply Cliff Nobody Sees 25:00 — Canadian Oil: The Cheapest Trade on Earth 34:00 — Why This Cycle Has 6 More Years 41:00 — What to Buy Right Now 48:00 — Why Crypto Investors Need Energy Exposure 55:00 — The Crisis That Makes Everything Expensive
1:06:26

I sat down with Josef Schachter, one of Canada's most respected energy analysts with 45+ years in the market. Crypto can be interesting, but energy stocks can easily do a 10-20x themselves. He told me energy stocks are about to 10x, and most investors are completely ignoring it. He also sees a lot of dynamics between the fact that energy moves first, and companies follow through. I mentioned: this is the same principle as other crypto protocols vs. #Bitcoin. "We had the 1974-1981 energy bull market where stocks went 15 to 20x. We're in the early innings of that same cycle. The cure for low prices is low prices, we've had 12 years of underinvestment and the supply cliff is here." Buy before the crisis hits. Full episode on New Era Finance Podcast. TIMESTAMPS: 00:00 — Why Energy Stocks Will 10x 05:00 — The 1970s Playbook is Repeating 12:00 — Oil Rationing is Coming Back 18:00 — The Supply Cliff Nobody Sees 25:00 — Canadian Oil: The Cheapest Trade on Earth 34:00 — Why This Cycle Has 6 More Years 41:00 — What to Buy Right Now 48:00 — Why Crypto Investors Need Energy Exposure 55:00 — The Crisis That Makes Everything Expensive

Michaël van de Poppe

93,412 просмотров • 3 месяцев назад

Did a movie with JK Simmons and Stephan James in 2021 called National Champions… it didn’t do so well in theaters but after some time, it hit Netflix… as soon as it hit Netflix, more people watched it, sent me vids with their support, and the film got more recognition. Same thing happened in 2022 with a film I did called The Re-Education of Molly Singer. What it let me know is that people love convenience and that Netflix really is the wave. From that point on, I let God, my agents, family, friends, “look, I wanna do NETFLIX.” Netflix is where it’s at! Kept saying it and subconsciously directed my energy towards wanting to be on the platform… so to now be on a show that has changed my life, been number 1 several times, and has been a staple in the culture is not only wild, but also just amplifies my gratitude for the opportunity. Say all this to say… be wise and direct with how you speak over your life. Speak life, have great energy, let your desires be known before God, believe, and work ya tail off. Nothing is guaranteed, of course, but at the same time… Its better to spend your energy believing on what you want than complaining about what you don’t have 🙏🏾. Beauty in Black, out now on Netflix Strong Black Lead #BeautyInBlack #NationalChampions
0:26

Did a movie with JK Simmons and Stephan James in 2021 called National Champions… it didn’t do so well in theaters but after some time, it hit Netflix… as soon as it hit Netflix, more people watched it, sent me vids with their support, and the film got more recognition. Same thing happened in 2022 with a film I did called The Re-Education of Molly Singer. What it let me know is that people love convenience and that Netflix really is the wave. From that point on, I let God, my agents, family, friends, “look, I wanna do NETFLIX.” Netflix is where it’s at! Kept saying it and subconsciously directed my energy towards wanting to be on the platform… so to now be on a show that has changed my life, been number 1 several times, and has been a staple in the culture is not only wild, but also just amplifies my gratitude for the opportunity. Say all this to say… be wise and direct with how you speak over your life. Speak life, have great energy, let your desires be known before God, believe, and work ya tail off. Nothing is guaranteed, of course, but at the same time… Its better to spend your energy believing on what you want than complaining about what you don’t have 🙏🏾. Beauty in Black, out now on Netflix Strong Black Lead #BeautyInBlack #NationalChampions

J12

21,774 просмотров • 4 месяцев назад

JADE tears up while giving a speech at the final show of her first solo tour: “Thank you so so much Hamburg, from the bottom of my heart. Before I do my final song, there are so many people I need to thank who have put this show together. […] Everybody on this team [is a very good friend]. I think that speaks for itself – surrounding yourself with really great people who not only do the job well, but everybody on this tour has gone above and beyond to make this show work tonight. I have a lot of ambition. I hope you’ve seen that we’ve put as much as we possibly could into the show. It isn’t just about my creative brain and what I want to bring to the stage – everybody on my team has really done more than their job to make this happen, and that really means the world to me… [Tears up] I know it’s a bit of a lengthy speech tonight, but it’s because it’s the last night and it’s really important to say these things. I’m so grateful to my team. They’ve gone above and beyond to make this show what it is. I hope you know how much I love and appreciate you all, and how grateful I am. Last but not least, I have to thank you – my fans... [Chokes up] I’ve said this so many nights on the tour, but I really do mean it: I feel so honoured and lucky that I was in a girl-band for over 10 years, and I feel even luckier that I’ve got to start again at a solo artist. I couldn’t have predicted that I’d still be able to do this. I hope that shows people in the audience that it’s never too late to keep dreaming. I never thought 15 years into my career, I’d be able to do my own solo tour. Thank you for making my dreams come true. You did that. Wow… It’s an emotional one. I have to thank as well – there’s been so many new fans who have joined the JADE fandom, which is so so lovely. There’s also some day ones here tonight. Some of you have been to every single show, and it just blows my mind that you want to invest so much time and effort and energy into me as an artist. I really hope you know that I appreciate you, I love you, and I’m very aware that I would not be here without you. And also, I have to thank the gays and the gals! I would not be here without you. Thank you so much. I promise to always be an ally to the LGBTQ+ community.”
4:48

JADE tears up while giving a speech at the final show of her first solo tour: “Thank you so so much Hamburg, from the bottom of my heart. Before I do my final song, there are so many people I need to thank who have put this show together. […] Everybody on this team [is a very good friend]. I think that speaks for itself – surrounding yourself with really great people who not only do the job well, but everybody on this tour has gone above and beyond to make this show work tonight. I have a lot of ambition. I hope you’ve seen that we’ve put as much as we possibly could into the show. It isn’t just about my creative brain and what I want to bring to the stage – everybody on my team has really done more than their job to make this happen, and that really means the world to me… [Tears up] I know it’s a bit of a lengthy speech tonight, but it’s because it’s the last night and it’s really important to say these things. I’m so grateful to my team. They’ve gone above and beyond to make this show what it is. I hope you know how much I love and appreciate you all, and how grateful I am. Last but not least, I have to thank you – my fans... [Chokes up] I’ve said this so many nights on the tour, but I really do mean it: I feel so honoured and lucky that I was in a girl-band for over 10 years, and I feel even luckier that I’ve got to start again at a solo artist. I couldn’t have predicted that I’d still be able to do this. I hope that shows people in the audience that it’s never too late to keep dreaming. I never thought 15 years into my career, I’d be able to do my own solo tour. Thank you for making my dreams come true. You did that. Wow… It’s an emotional one. I have to thank as well – there’s been so many new fans who have joined the JADE fandom, which is so so lovely. There’s also some day ones here tonight. Some of you have been to every single show, and it just blows my mind that you want to invest so much time and effort and energy into me as an artist. I really hope you know that I appreciate you, I love you, and I’m very aware that I would not be here without you. And also, I have to thank the gays and the gals! I would not be here without you. Thank you so much. I promise to always be an ally to the LGBTQ+ community.”

JADE tea room ☕️

26,666 просмотров • 4 месяцев назад

Latest episode of the AGI Podcast is out, featuring Wei Zhou, Head of AIUR at SemiAnalysis. Token Wei and I go deep on compute, capital markets, tokenomics, and and the future of AGI. Inside the conversation: 01:00 — Wei’s background and early journey 3:38 — The most cracked researchers in China 5:30 — My path after finishing a Math PhD at Stanford 7:52 — A based, unhinged take on Andrew Ng 10:29 — Choosing money vs “contributing to society” 19:32 — What Wei learned working with George Soros 24:00 — Intel vs Nvidia and the road to becoming the next compute central bank 27:15 — CUDA’s early days and how it became Tencent 2.0 for AI 35:22 — The true base unit of token cost: gigawatts vs dollar capex/opex 39:18 — “How do you price everything?” — a compute-first worldview 42:22 — How investment flows actually move in public markets 43:54 — Understanding depreciation distribution 52:00 — Is memory/storage scarcity real, and what drives it? 54:41 — Should storage cost be part of tokenomics models? 57:44 — Why inter-chip interconnect defines the economics of AI tokens 1:05:56 — Wei’s surprising love for Pop Mart 1:10:52 — How insiders really define AGI and ASI Watch the full podcast here 👇
1:11:41

Latest episode of the AGI Podcast is out, featuring Wei Zhou, Head of AIUR at SemiAnalysis. Token Wei and I go deep on compute, capital markets, tokenomics, and and the future of AGI. Inside the conversation: 01:00 — Wei’s background and early journey 3:38 — The most cracked researchers in China 5:30 — My path after finishing a Math PhD at Stanford 7:52 — A based, unhinged take on Andrew Ng 10:29 — Choosing money vs “contributing to society” 19:32 — What Wei learned working with George Soros 24:00 — Intel vs Nvidia and the road to becoming the next compute central bank 27:15 — CUDA’s early days and how it became Tencent 2.0 for AI 35:22 — The true base unit of token cost: gigawatts vs dollar capex/opex 39:18 — “How do you price everything?” — a compute-first worldview 42:22 — How investment flows actually move in public markets 43:54 — Understanding depreciation distribution 52:00 — Is memory/storage scarcity real, and what drives it? 54:41 — Should storage cost be part of tokenomics models? 57:44 — Why inter-chip interconnect defines the economics of AI tokens 1:05:56 — Wei’s surprising love for Pop Mart 1:10:52 — How insiders really define AGI and ASI Watch the full podcast here 👇

Bill Sun

33,121 просмотров • 7 месяцев назад

On Steve Jobs and soul and instinct and fear and breaking through: 1. I realized I need to meet people with real talent and then all I gotta do is not get thrown out of the f*cking room. 2. I met with a bunch of tech companies and Steve was the only one that had soul. I told him I wanted to build this headphone company and Steve said: “You can do it.” 3. When I used to run companies I just woke up every day and did everything by my instinct. 4. You don't have to understand something fully to do it. I'm proof of that. I don't understand f*cking anything. But I know how to get things done. I know how to hustle. I'm willing to work harder than the next guy. 5. For a lot of people fear stops them. For the people that succeed, fear propels them forward. You need to learn how to harness fear because fear is energy. 6. Your job is to figure out a way around the gatekeeper. 7. If I see something new and great and unusual, I just can't stop. 8. If you know what you have is going to stick and if you’re passionate about it —then just break through that wall. There’s going to be a lot of resistance. But if it sticks, you win.
2:25

On Steve Jobs and soul and instinct and fear and breaking through: 1. I realized I need to meet people with real talent and then all I gotta do is not get thrown out of the f*cking room. 2. I met with a bunch of tech companies and Steve was the only one that had soul. I told him I wanted to build this headphone company and Steve said: “You can do it.” 3. When I used to run companies I just woke up every day and did everything by my instinct. 4. You don't have to understand something fully to do it. I'm proof of that. I don't understand f*cking anything. But I know how to get things done. I know how to hustle. I'm willing to work harder than the next guy. 5. For a lot of people fear stops them. For the people that succeed, fear propels them forward. You need to learn how to harness fear because fear is energy. 6. Your job is to figure out a way around the gatekeeper. 7. If I see something new and great and unusual, I just can't stop. 8. If you know what you have is going to stick and if you’re passionate about it —then just break through that wall. There’s going to be a lot of resistance. But if it sticks, you win.

David Senra

68,989 просмотров • 6 месяцев назад

Here's my conversation with Don Lincoln about some of the biggest open questions in physics, including dark energy, dark matter, the matter-antimatter imbalance, quantum vacuum, quantum foam, and the quest to unify the laws of physics. Don is a particle physicist at Fermilab who has spent decades working at the frontiers of high energy physics. He is also a great teacher & writer. I highly recommend his courses & books. One of my favorite lecture series he has given is The Evidence for Modern Physics where he breaks down the experiments that validate some of the weird laws of physics we have, and what it would take to validate even the weirder ones. It's not enough to come up with a beautiful theory. You also have to show through experiment that the theory is likely to be correct. This process often doesn't get the love it deserves, even though it's often the most important and difficult part of the scientific process. I ❤️ physics. The conversation is here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:49 - Unifying the laws of nature 15:20 - General relativity 32:27 - Electroweak force 44:09 - How particle colliders work 1:02:12 - Higgs boson discovery 1:12:32 - Theory of everything 1:42:17 - Physics of empty space 1:49:41 - Antimatter 2:10:31 - Dark energy 2:14:20 - Dark matter 2:42:56 - Future of physics
2:53:42

Here's my conversation with Don Lincoln about some of the biggest open questions in physics, including dark energy, dark matter, the matter-antimatter imbalance, quantum vacuum, quantum foam, and the quest to unify the laws of physics. Don is a particle physicist at Fermilab who has spent decades working at the frontiers of high energy physics. He is also a great teacher & writer. I highly recommend his courses & books. One of my favorite lecture series he has given is The Evidence for Modern Physics where he breaks down the experiments that validate some of the weird laws of physics we have, and what it would take to validate even the weirder ones. It's not enough to come up with a beautiful theory. You also have to show through experiment that the theory is likely to be correct. This process often doesn't get the love it deserves, even though it's often the most important and difficult part of the scientific process. I ❤️ physics. The conversation is here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:49 - Unifying the laws of nature 15:20 - General relativity 32:27 - Electroweak force 44:09 - How particle colliders work 1:02:12 - Higgs boson discovery 1:12:32 - Theory of everything 1:42:17 - Physics of empty space 1:49:41 - Antimatter 2:10:31 - Dark energy 2:14:20 - Dark matter 2:42:56 - Future of physics

Lex Fridman

256,773 просмотров • 2 месяцев назад

I really, really, really wanted to drop this song last year. When I first put out the snippet, I was so excited - but it was hard to finish it on time because everything was a blur. I was sick and weak and nauseous and tired and my body just wouldn't do what I wanted it to. Even in the snippet video, I wasn't feeling great. I was just trying my best. I adore Chike's voice and I knew it was him that had to be on the song with me. When I asked him to give me a verse, he was so ready to go, but he was out of town. As soon as he came back, he came over to my studio the next day 🥹. I got a lotta respect for him. He didn't know I was pregnant and suffering 😅 Watching this video back now, I can't even understand where the energy came from. When the song was done, I struggled to mix it. Even so, I decided to master it myself. I hate mastering, so I don't know what I thinking. I was so disappointed that I couldn't meet the deadline. Everyone had fallen in love with the song and was asking me to put it out. I didn't have the energy to make content. I don't even remember them recording this video. Given how much I love this song, I'm a little bummed I couldn't give it energy it deserves. But please, know that a lot of love and resilience went into this song. I hope that you can let less be more for this one. I hope you can give it the energy that I couldn't. That I can't. PS: This is a chance for those of you that say I gave up my career for marriage to fight(?) for my uhm...rights? That or stfu. WHERE YOU DEY > Simi ft Chiké out everywhere now 🩵🩵 produced by Niphkeys mixed/mastered by Simi
2:27

I really, really, really wanted to drop this song last year. When I first put out the snippet, I was so excited - but it was hard to finish it on time because everything was a blur. I was sick and weak and nauseous and tired and my body just wouldn't do what I wanted it to. Even in the snippet video, I wasn't feeling great. I was just trying my best. I adore Chike's voice and I knew it was him that had to be on the song with me. When I asked him to give me a verse, he was so ready to go, but he was out of town. As soon as he came back, he came over to my studio the next day 🥹. I got a lotta respect for him. He didn't know I was pregnant and suffering 😅 Watching this video back now, I can't even understand where the energy came from. When the song was done, I struggled to mix it. Even so, I decided to master it myself. I hate mastering, so I don't know what I thinking. I was so disappointed that I couldn't meet the deadline. Everyone had fallen in love with the song and was asking me to put it out. I didn't have the energy to make content. I don't even remember them recording this video. Given how much I love this song, I'm a little bummed I couldn't give it energy it deserves. But please, know that a lot of love and resilience went into this song. I hope that you can let less be more for this one. I hope you can give it the energy that I couldn't. That I can't. PS: This is a chance for those of you that say I gave up my career for marriage to fight(?) for my uhm...rights? That or stfu. WHERE YOU DEY > Simi ft Chiké out everywhere now 🩵🩵 produced by Niphkeys mixed/mastered by Simi

Simi

393,551 просмотров • 6 месяцев назад

Q: Why is company culture important? In the clip below, a16z cofounder Ben Horowitz argues that culture drives how people in your company behave on a daily basis—and particularly, how they behave when you’re not looking. Is that phone call so important I need to return it today or can it wait until tomorrow? Can I ask for a raise before my annual review? Is the quality of this document good enough or should I keep working on it? Do I have to be on time for that meeting? Should I stay at the Four Seasons or the Red Roof Inn? Should I go home at 5 p.m. or 8 p.m.? Should we discuss the color of this new product for five minutes or thirty hours? If I know something is badly broken in the company, should I say something? Whom should I tell? Is winning more important than ethics? None of these things are in your mission statement or OKRs, but they determine many important things for your company, such as how people experience your company, what you’re like to do business with, what your company is like to work at, etc. And as Ben describes, what drives the culture is all of the little behaviors and cues people take on: “this is what I have to do to succeed in this company.” Culture can feel abstract and secondary when you pit it against a concrete result that’s right in front of you, but it’s a strategic investment in the company doing things the right way when you are not looking. It’s the set of assumptions your employees use to resolve the problems they face every day. It’s how they behave when no one is looking. If you don’t methodically set your culture, then two-thirds of it will end up being accidental, and the rest will be a mistake. If you’re looking for a more in-depth guide to culture and how to build a great one, I’d recommend Ben’s book: What You Do Is Who You Are.
2:02

Q: Why is company culture important? In the clip below, a16z cofounder Ben Horowitz argues that culture drives how people in your company behave on a daily basis—and particularly, how they behave when you’re not looking. Is that phone call so important I need to return it today or can it wait until tomorrow? Can I ask for a raise before my annual review? Is the quality of this document good enough or should I keep working on it? Do I have to be on time for that meeting? Should I stay at the Four Seasons or the Red Roof Inn? Should I go home at 5 p.m. or 8 p.m.? Should we discuss the color of this new product for five minutes or thirty hours? If I know something is badly broken in the company, should I say something? Whom should I tell? Is winning more important than ethics? None of these things are in your mission statement or OKRs, but they determine many important things for your company, such as how people experience your company, what you’re like to do business with, what your company is like to work at, etc. And as Ben describes, what drives the culture is all of the little behaviors and cues people take on: “this is what I have to do to succeed in this company.” Culture can feel abstract and secondary when you pit it against a concrete result that’s right in front of you, but it’s a strategic investment in the company doing things the right way when you are not looking. It’s the set of assumptions your employees use to resolve the problems they face every day. It’s how they behave when no one is looking. If you don’t methodically set your culture, then two-thirds of it will end up being accidental, and the rest will be a mistake. If you’re looking for a more in-depth guide to culture and how to build a great one, I’d recommend Ben’s book: What You Do Is Who You Are.

Michael McGuiness

180,634 просмотров • 3 лет назад

"I think that xAI is severely underrated" "It just kind of blows my mind that people don’t understand how fast the company is moving." "xAI is gonna shock people with the scale that it gets to quickly." "With xAI, they’ve been building the biggest coherent training clusters in the world, & they’re just not really focused on monetizing them right now." Shaun Maguire (Shaun Maguire), Partner Sequoia Capital Elon Musk (Elon Musk) . . . "I think that xAI is severely underrated and it makes sense—their revenue scale compared to OpenAI, Anthropic, Google is obviously much smaller—but it just kind of blows my mind that people don’t understand how fast the company is moving. Yeah. And you just have to look at the derivatives of progress, and then also just look at the bottlenecks. I believe the bottleneck at least is gonna be power. And even if you have the best model in the world, if you can only deliver it to 1% of the market or 2% of the market demand, you’re heavily limited in your growth rate and expansion opportunities. I just think xAI is gonna—like Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies. I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them. Like, I’m bullish on The Boring Company, I’m bullish on Neuralink. Tesla’s a public company so I have no comment on Tesla. But literally insanely bullish on all of them."
1:57

"I think that xAI is severely underrated" "It just kind of blows my mind that people don’t understand how fast the company is moving." "xAI is gonna shock people with the scale that it gets to quickly." "With xAI, they’ve been building the biggest coherent training clusters in the world, & they’re just not really focused on monetizing them right now." Shaun Maguire (Shaun Maguire), Partner Sequoia Capital Elon Musk (Elon Musk) . . . "I think that xAI is severely underrated and it makes sense—their revenue scale compared to OpenAI, Anthropic, Google is obviously much smaller—but it just kind of blows my mind that people don’t understand how fast the company is moving. Yeah. And you just have to look at the derivatives of progress, and then also just look at the bottlenecks. I believe the bottleneck at least is gonna be power. And even if you have the best model in the world, if you can only deliver it to 1% of the market or 2% of the market demand, you’re heavily limited in your growth rate and expansion opportunities. I just think xAI is gonna—like Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies. I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them. Like, I’m bullish on The Boring Company, I’m bullish on Neuralink. Tesla’s a public company so I have no comment on Tesla. But literally insanely bullish on all of them."

Molly O’Shea

197,995 просмотров • 6 месяцев назад