NEW ODD LOTS:
@tracyalloway and I talk Google’s VP of search Liz Reid about the future of the good old fashioned search bar in an AI-dominated world https://t.co/XvWg2rZbDG
@dandolfa Apparently all challenges Canadians face, are due the failings of his political opponents, and easily remedied by him.
Could have done well as a global consultant solving the inflation the Trudeau caused, and now the trade wars that Carney just refuses to settle.
@KobeissiLetter Bessent in Jan: "I actually think that's a mistake. Because if you're trying not to politicize the Fed, for the Fed chair to be sitting there, trying to put his thumb on the scale is a real mistake".
https://t.co/Y6Ur0Ufg2d
Bessent in Jan: "I actually think that's a mistake. Because if you're trying not to politicize the Fed, for the Fed chair to be sitting there, trying to put his thumb on the scale is a real mistake".
https://t.co/Y6Ur0Ufg2d
BREAKING: President Trump is sitting in the front row of the public gallery at the US Supreme Court as justices consider his order to end birthright citizenship.
Trump is now the first sitting president in history to attend a Supreme Court oral argument.
@laura_buhler Was saying this recently about sweetgreens. There are many others I’m sure. Really good businesses, innovative, not infinitely scalable with minimal marginal costs.
For the past 25 years, application software startups have had a singular focus: increasing company and employee productivity. AI enables a paradigm shift: Rather than sell software to improve an end-user's productivity, consider what it would look like to sell *the work itself*.
When you sell the work, instead of selling a 15% productivity improvement, you sell a 95% improvement. Incumbents are not only advantaged in selling software, they are stuck there. You don't need to play their game. Post: https://t.co/29BkdGIMC3
@ramit Ramit this course looks great. I just signed up. You mentioned you had worked with a coach, and I think that would help accelerate putting this into practice and getting quick feedback.
Anyone great you’d recommend as a coach for this?
@indeed@cojobrien 6/ 3 examples of sectoral displacement: China shock post 2001, shale bust in 2015, the "retail apocalypse" of 2017-2019. In all of these, sectoral employment fell, but aggregate employment rose, because these shocks raised real incomes for everyone else.
Question: If Canada came to the US and said, 'We're going to 0 tariffs on the US, all of them are off,' would you and the president go to 0 tariffs and let Canadian companies and American companies compete on a level playing field?
Bessent: Absolutely not
Exclusive: The Trump administration has held covert meetings with fringe separatists from the oil-rich Canadian province as a rift deepens between Washington and Ottawa. https://t.co/5hRv2wMHEV
Bessent "I was on the call. Prime Minister Carney. In my investment career, I've seen what happens when a technocrat tries to pivot and become a politician"
"Never really works out well."
"So I would just encourage Prime Minister Carney to do what he thinks is best for the Canadian people, not his own virtue signaling." @SecScottBessent