David Maris

Author | 6-time #1-Ranked Healthcare Analyst | subscribe here: and

[David Maris @davidmaris]

“You Must Get Hit by a Truck to Use It” https://t.co/ZnnzrA9YIK

[David Maris @davidmaris]

https://t.co/JHevAHWbhJ

[David Maris @davidmaris]

KUDOS for people doing such selfless high impact work. John and Laura Arnold are backing studies to examine sports betting's health/financial risks https://t.co/toRi1GErKU

[David Maris @davidmaris]

$NKE Just do or don't do it? My problem with $NKE is.... https://t.co/gfFBKBbZFn

[David Maris @davidmaris]

ok, so for those keeping score, that was a little more than 50% ago

[David Maris @davidmaris]

I would like to see a Venn diagram of $MSTR shareholders and Bored Ape Yacht Club NFT holders.

[Evan Beard @evanbeard]

Just spent the morning at the White House complex roundtable on America First industrial policy — machine tools, advanced manufacturing, and the industrial base everything else is built on.

Kicked off by Commerce Secretary Howard Lutnick and White House trade adviser Peter Navarro.

I was there as the founder of an American robotics company - we were the only American-born, American-owned robotics company in the room. Here's what we're all trying to solve: 🧵

[David Maris @davidmaris]

@Nick21878012 Agreed

[David Maris @davidmaris]

som much today... $EXE $EQT $TDOC $MANE $C $COP $FIVE https://t.co/wQIOg99rYp

[David Maris @davidmaris]

#LIVE #STOCKS #MARKET #LIVENOW https://t.co/wQIOg99rYp

[David Maris @davidmaris]

@NYCMayor We do tax the rich - when they earn money, sell stock, and when they die.

[David Maris @davidmaris]

@RoKhanna We do tax his wealth. We simply do it when he sells or dies.

[David Maris @davidmaris]

@evanbeard @ellenjdasilva @standardbots Dm your email and I can give you some suggestions and a connection to several.

[Podcast Alpha @PodcastAlphaX]

Why hasn't Google cut token prices 80% and killed OpenAI's business model?

Bill Maris thinks it is a matter of when, not whether. Google has Gemini — near-equivalent to frontier models. It has the search and advertising cash machine to absorb losses. An 80% price cut would flip any enterprise customer who can get a "basically identical product" for a fraction of the cost.

"If I were Google, that's what I'd do." - Maris on @theallinpod.

@DavidSacks put it in Bezos terms: "Their margin is my opportunity." Google's search margins are the weapon.

If you hold OpenAI-adjacent exposure — or are watching the IPO — the question is whether switching costs and developer habit survive a coordinated Google price move. The moat is behavioral, not technical.

Full signal and implications for the OpenAI IPO timeline: https://t.co/qgUkBOIzk6

Source: All-In Podcast - https://t.co/SB1yKr2tW2

[The All-In Podcast @theallinpod]

LIQUIDITY: Bill Maris on Broken VC Math and Google's Secret Weapon Against OpenAI and Anthropic

(0:00) Bill Maris joins the Besties!

(0:33) Four critical lessons from a career in technology

(5:58) Building Google Ventures with data and machine learning

(9:51) Why small VC funds beat big ones on average

(14:36) OpenAI's valuation problem and the coming AI price war

(19:09) AI is at the "Atari Stage": what comes next?

(25:23) VC's broken incentives and the future of deep tech

Thanks to our partners for making this possible!

EY (@EYnews) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://t.co/c6sx2BeVNd

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8db7Sw

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT4wYa

[David Maris @davidmaris]

It is not Farms or Tech...it can be Farms and Tech. Battleground states like PA are being fed a lot of misinformation, according to people who know these things.

[David Maris @davidmaris]

Unpopular opinion: Washington insiders and industry experts know that calls for AI model regulation and calls for restrictions on AI infrastructure buildout delays are being supported by forces not friendly to US interests. The US is ahead and we should try and stay that way.

[David Maris @davidmaris]

Martin - If your point is skepticism, since things often look good and are not replicated in controlled trials, I agree. And we have both seen this in so many domains, especially Alzheimer's research (how much hope wasted on amyloid clearing?) I think the authors detail the limitations well in the whole article: "The present report has important limitations, including the single-case design, absence of formal polysomnographic monitoring, quantitative electrophysiology, neuroimaging biomarkers, and standardized cognitive scales. Causality cannot be established, and spontaneous fluctuations inherent to neurodegenerative disease cannot be completely excluded.

Importantly, mechanistic interpretations remain speculative. The present report should be understood primarily as a detailed observational description intended to generate hypotheses for future controlled investigation. The findings should not be interpreted as reversal of Alzheimer’s pathology. Rather, they raise the possibility that latent functional capacities may persist in advanced neurodegeneration and become temporarily accessible under specific neuromodulatory conditions." Overall, to me, interesting, worth studying more. https://t.co/zc5FIQ2TFZ

[David Maris @davidmaris]

@MartinShkreli @bryan_johnson I agree you need more than one amazing story for approval, but what I think what Bryan is highlighting is an incredible story worth looking further into.

[David Maris @davidmaris]

#LIVENOW #MARKETS #STOCKS https://t.co/cDTyW6c2or

[David Maris @davidmaris]

Peak irony? Funny how Lesley Stahl is so worried about @60Minutes these days. Back in 2006, I refused to participate in her Biovail puff piece. The SEC later exposed Biovail’s accounting fraud, and @opinion_joe & Columbia Journalism Review @cjr labeled her segment a total "trainwreck." Funny how she never updated the public on that. https://t.co/V9kAw10wBK