Pedro Morgado

Dad, husband, son, brother, software engineer, entrepreneur, idiot... cyclist and beer lover 🍃🚴‍♂️🍺 freedom 💪

[Pedro Morgado @PedroMBMorgado]

😂 volatility, that’s what they want

[zerohedge @zerohedge]

*TRUMP ON FED: ALRIGHT THAT THEY HELD RATES, WHATEVER

*TRUMP ON FED RAISING RATES POSSIBLY: IT COULD HAPPEN

[Pedro Morgado @PedroMBMorgado]

@LiberdadeMais Esta tudo bem… 🤷‍♂️🙈

[Pedro Morgado @PedroMBMorgado]

@Publico 😂😂😂

[Pedro Morgado @PedroMBMorgado]

Strong statement

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[zerohedge @zerohedge]

LLM model matrix

[FinancialJuice @financialjuice]

Apple CEO Cook: New operating systems will be available this fall. $AAPL

[TBPN @tbpn]

"I do not think a chatbot is the right interface for travel or e-commerce." - @bchesky

"I think the future is not apps. The future is agents, but I don't think they're going to be text-forward. I think they're going to be really rich user interfaces."

"Imagine using iMessage to do everything, when in fact every other app has a unique interface."

"With e-commerce, you want a very rich user interface. It would be agentic. You can have a conversation with it, but the point is that it has to be more visual."

From his appearance on the show earlier this month.

[Pedro Morgado @PedroMBMorgado]

“That mindset worked exceptionally well when valuations were lower, liquidity was abundant, and the Fed was eager to rescue markets at the first sign of distress.
Those conditions do not exist today. A 3% selloff is not a valuation reset. Bitcoin falling is not necessarily an isolated event. And a market priced near historic extremes with a Fed constrained by inflation is not the same environment investors enjoyed during most of the post-2008 era.”

[zerohedge @zerohedge]

Whatever You Do, Don't Ignore Friday's Selloff https://t.co/gpEbDzmyqY

[Pedro Morgado @PedroMBMorgado]

💯

[Elite Financeira @EliteFinPT]

É de loucos todas as assumptions que tenho visto. Parece-me que estamos numa fase em que os EUA estão a puxar a narrativa da AI ao máximo para justificar uma vaga massiva de investimento em infraestruturas, data centers, energia e capacidade computacional. No curto prazo cria-se um enorme hype e valuations difíceis de justificar. No longo prazo, a capacidade instalada fica e acaba por beneficiar toda a sociedade. Foi assim com os railroads, com a bolha dot-com e, em certa medida, com os semicondutores nos anos 80. A infraestrutura construída transformou a economia, mas muitos dos investidores que financiaram essa expansão acabaram com retornos medíocres ou negativos.

[Tiago Antunes @tiagomanel]

Novo: Dados de Emigração no https://t.co/lAxValp45d 🌍

A página de Migrações passa a incluir dados sobre emigração: entradas nos países de destino, residentes nascidos em Portugal, pedidos de nacionalidade por portugueses, remessas de/para Portugal e saídas anuais.

Nota importante: os dados vêm dos países de destino, não de Portugal, por isso a cobertura varia por país e por ano.

Fontes: Observatório da Emigração, PORDATA, INE e Banco Mundial.

[Pedro Morgado @PedroMBMorgado]

@tiagomanel Projeto 🔝, sim senhor!

[Robert A. Pape @ProfessorPape]

Everyone should read what Senior Vice President of Exxon Neil Chapman says about the oil price surge coming in 2-3 weeks

The next wave of the energy shock is approaching fast

[Pedro Morgado @PedroMBMorgado]

💯

[Nuno Palma (em português) @nunopgpalma_pt]

Volto a lembrar o óbvio: é fácil encontrar coisas para criticar nos EUA mas quem votou em Donald Trump sabia em quem estava a votar. Podemos não gostar, mas o Presidente dos EUA tem uma legimitidade democrática que simplesmente não existe com Ursula von der Leyen ou António Costa

[Lenny Rachitsky @lennysan]

Automation is a lie. CLIs are over. The SaaSpocalypse is dumb.

A year ago @danshipper came on the podcast to predict where AI was heading. He was remarkably right—including the call that everyone was sleeping on Claude Code.

Dan has a unique lens into where things are going because his team at @every is possibly the most AI-pilled group of people in tech. I always learn a ton talking to Dan.

So I brought him back for round two. We'll score these in exactly a year:
🔸 Every company will have one “super-agent” in Slack.
🔸 Codex and Claude Code will become the new operating system for knowledge work.
🔸 The AI job apocalypse is not happening.
🔸 PMs and designers will thrive.
🔸 We will read way more AI-generated writing and we will like it.
🔸 "I would buy SaaS stocks right now."

Listen now 👇
https://t.co/wzxQ5bz49h

[Pedro Morgado @PedroMBMorgado]

@levelsio @Alexintosh Private or public ones? This is a strong assumption 🤷‍♂️

[Pedro Morgado @PedroMBMorgado]

Empregar pessoas devia ser considerado um ato heróico em Portugal nas condições que temos. Quando se emprega pessoas, começa a criação de valor exponencial, não só para o cliente via serviços ou produtos, mas também para a pessoa que trabalha na empresa e a sua família. Não é preciso só coragem, é preciso aceitar o risco pessoal de arriscares a tua vida e a da tua família durante anos - decisão essa que tem uma probabilidade alta de falha por diversos motivos.

[Merlijn The Trader @MerlijnTrader]

THE FED IS ABOUT TO CUT WHILE THE ECONOMY BOOMS.

🇺🇸 New Fed Chair Kevin Warsh: AI is "structurally disinflationary." Per his WSJ op-ed.

Same pattern. Different decade.

1995: Greenspan saw the productivity boom. Let the economy run hot. Cut rates anyway.
Result: 7 years of risk-on. Nasdaq up 1,132%.

Musk, Altman, Bezos, Druckenmiller all agree: AI is deflationary.

Warsh just took the chair. June 16: his first FOMC.

The next few years are going to be insane.