Mario Puzo

always evolving

[Mario Puzo @38capital]

@brian_armstrong you should change the name of the company to Tokenbase since retail is rotating cash from crypto coins to ai tokens

[Mario Puzo @38capital]

@Rewkang Do you think more value will accrue to the picks and shovels (or raw materials) though? Unlike apple, it seems like there will be hundreds or thousands of robotic companies in the future. Apple’s network effects seem stronger, which gives them strong pricing power

[Paul Graham @paulg]

Brevity is more than politeness to the reader. Compression is understanding.

[Mario Puzo @38capital]

@garrytan Who do you plan on supporting for governor?

[Mario Puzo @38capital]

@StockSavvyShay @FuturumEquities Dont forget $kxiay

[Mario Puzo @38capital]

@altcap Do you think it should be purchased at a discounted price though?

[Mario Puzo @38capital]

@cb_doge @elonmusk Are u elons burner acct or someone on his team?

[Mario Puzo @38capital]

@garrytan Why not long lyft?

[Mario Puzo @38capital]

@StockSavvyShay @Mr_Derivatives Tom got too greedy and scorched his reputation in the process

Pigs get slaughtered

[Mario Puzo @38capital]

@Noahpinion R&G Kitchen, Gordos Taqueria, Tony’s Pizza

[Mario Puzo @38capital]

@wintonARK @elonmusk Dude.. every ARK ETF is down in the past 5 years..

[Mario Puzo @38capital]

@Jason After 37 cohorts, is the top company (based on valuation) calm dot com?

[Mario Puzo @38capital]

@GoshawkTrades @grok whats third points net performance relative to s&p and qqq

[Mario Puzo @38capital]

@chamath Whats the difference between this and Walmart, Nike moving their factories to China 20-30 years ago?

[Mario Puzo @38capital]

@nic_carter If you’re in ai, pivot upstream or to space data centers

[Mario Puzo @38capital]

@GoingParabolic He had to pivot after chatgpt came out and made it hard to monetize research

[Mario Puzo @38capital]

@jaltma Most (at least 50%) venture funds from 5-10 years ago haven’t even dpi’d 1 yet.. lmao

[Mario Puzo @38capital]

@dwarkesh_sp Liang Mong Song at SMIC would be epic, or one of the key execs at Rapidus. Would be nice to learn more about the japanese supply chain and the countries role in semiconductors

[Mario Puzo @38capital]

@rohanpaul_ai Glean ceo was quick to interrupt to defend their place in the stack versus agreeing with Ali’s zoom thesis 😂

[Mario Puzo @38capital]

@AndrewCurran_ @tszzl Why not make the announcement in 2031 when its 100% ready? Lmao