Travis Chen

🌎

[The Wall Street Journal @WSJ]

From @WSJopinion: Taiwan is the key to AI dominance. The island is much more than a bargaining chip. It���s the center of the world’s most important tech stack, write @alexanderbenard and David Feith.
https://t.co/u6uokFONxb

[Travis Chen @TravisMChen]

@AP can confirm, my 91 year old Taiwanese Grandma is in the gym more than me these days. even does pilates

[Travis Chen @TravisMChen]

@Austen big believer that Starlink on United flights help boost our GDP

[Travis Chen @TravisMChen]

@theallinpod loved watching it in-person

[Travis Chen @TravisMChen]

@plmsda is this real?

[Travis Chen @TravisMChen]

@kpottermn SeaTac still open at 5:40am this morning - no lines

[Travis Chen @TravisMChen]

@andruyeung Think in decades — great article!

[Travis Chen @TravisMChen]

@tomieinlove yup

[Travis Chen @TravisMChen]

@benln solid advice & well written

[Travis Chen @TravisMChen]

@DeItaone can confirm - felt in Tainan

[Travis Chen @TravisMChen]

@Tokyonobo never gets old!

[VraserX e/acc @VraserX]

Jeff Bezos just explained the “AI bubble” better than anyone.

At Italian Tech Week 2025, Bezos didn’t deny the hype, he embraced it.

“Yes, there’s a bubble. But AI is real and it’s going to transform every single industry.”

He called it an industrial bubble, not a financial one.
That’s a crucial difference:
•A financial bubble (like 2008) destroys value and leaves nothing behind.
•An industrial bubble (like AI, the internet, or fiber optics) creates massive value, even if investors get crushed.

“Even when those companies went bankrupt, the fiber stayed in the ground. Society got the infrastructure. That’s what we’ll see with AI.”

Bezos says right now we’re in the “chaotic, beautiful” phase of overfunding, where every wild idea gets money.
Investors can’t tell the good ideas from the bad ones.
But that’s exactly how big shifts happen.

He compared it to Amazon’s early days:

“Our stock went from $113 to $6, while every internal metric improved. The market and the reality had completely diverged.”

His point: bubbles distort prices, not progress.
AI valuations might crash, but the technology won’t.

“This is not a mirage. This is a horizontal technology, like electricity and it will touch everything.”

Bezos isn’t predicting an apocalypse.
He’s predicting a reset, where the hype burns off, and the real builders remain.

AI isn’t a bubble, it’s a boom disguised as one.

[Travis Chen @TravisMChen]

@andruyeung 100%

[Travis Chen @TravisMChen]

@united knock knock is right! ✊

[Travis Chen @TravisMChen]

@_ZachGriff @united finally!!

[Dalton Caldwell @daltonc]

There is no substitute for a strong internal drive to do things, everything else is built on this foundation.

[Anthony Pompliano 🌪 @APompliano]

The smartest people I know:

1. Obsessively read books
2. Pursue new mental models
3. Enjoy intelligent discourse
4. Quickly admit when they're wrong
5. Comfortable changing their opinion
6. Surround themselves w/ intelligence
7. Seek to understand every perspective on a topic

[Travis Chen @TravisMChen]

@iamwilliamwang love it william!

[George Mack @george__mack]

How to spot high agency people