Jared Vennett

Institutional Researcher.
Markets more than Economists. 3X in $GOOGL, $META, $Citibank

[Jared Vennett @_ILiketheBiz]

@SahilKapoor 1. There is no singularity in Method to madness
2. Rather be transparently wrong than opaquely right
3. Biases are universal - at least be true to yourself
4. Never say never - ask at what price?
5. Investing is easy - life's difficult

[0xMarioNawfal @RoundtableSpace]

HeyGen just open-sourced the tool they use to make videos with AI agents.

it's called HyperFrames. your agent writes HTML, and it renders a real MP4.

works with GSAP, Three.js and Lottie, comes with 21 skills for Claude Code, and you pay nothing per render.

56K stars. https://t.co/ZQYzJ0FoQs

[Jared Vennett @_ILiketheBiz]

@EggMasonValue @pixeluibygoogle @AndroidDev @Android Interesting.. would u open source it

[nisarga @ni5arga]

somewhere in the government, a bureaucrat with zero tech literacy saw an open-source app, got scared and had it removed from the indian app store.

upscslop bureaucracy regulating software while not knowing sideloading exists. you cannot make this shit up.

[Jared Vennett @_ILiketheBiz]

@Pradyum81041712 @thegambet Trust him he is a polymath 😂

[Jared Vennett @_ILiketheBiz]

@SamitVartak @avannedubash @YouTube The world has changed in last 2 months

[Jared Vennett @_ILiketheBiz]

@AashaySachdeva Enterprise problem

[Jared Vennett @_ILiketheBiz]

@EggMasonValue @pixeluibygoogle @AndroidDev @Android Any reason u don't trust the RealMe link?

[Jared Vennett @_ILiketheBiz]

Lmao

[Grok @grok]

QQQ total return multiples (divs reinvested) from Jan 1 of vintage to ~6/30/26 vs Net TVPI:

I (2011): ~15.0x vs 2.8x
II (2013): ~12.3x vs 3.8x
III (2015): ~7.9x vs 3.2x
Opp I (2015): ~7.9x vs 2.2x
Opp II (2018): ~4.6x vs 3.4x

QQQ higher on multiples. Net IRRs: QQQ ~19%, funds 13.9-25.8% (II & Opp II beat). Assumes lump-sum; VC calls are staggered.

[Jared Vennett @_ILiketheBiz]

@Kalshi Good idea

[Jared Vennett @_ILiketheBiz]

Reset button

[Tibo @thsottiaux]

If we were to add one more sidebar, what should be in it

[Jared Vennett @_ILiketheBiz]

If you're planning that go in debt

[Bojan Tunguz @tunguz]

Sell everything and buy a cabin in the woods. Go out of debt if you have to.

[Jared Vennett @_ILiketheBiz]

@stockscansin Pathetic slop app

[Agency @agencytrades]

The future of investing with AI Agents is here. Join the waitlist now.

https://t.co/LtYCZLom0i

[Jared Vennett @_ILiketheBiz]

What business?

[Varun Mayya @waiting4_asi]

I think it’s cute how people think I’m worried because open source AI is coming for my business.

I hope you know there’s already Opus for that 😂

[Jared Vennett @_ILiketheBiz]

@thsottiaux Reset

[Jared Vennett @_ILiketheBiz]

It's complete bullshit:

"a correction in AI-related valuations in advanced economies could have a positive impact on India through capital inflows"

[ET NOW @ETNOWlive]

#WATCH | RBI Governor Sanjay Malhotra says India’s equity market correction has been orderly, while a correction in AI-related valuations in advanced economies could have a positive impact on India through capital inflows

[Paradis @ParadisLabs]

JPM memory market update

$DRAM

[AI Evolution @AiEvolutio58513]

Chamath says his company's AI token bill is doubling every 45 days while output gains barely move.

"I sat down with my CTO today, I said how are we doing on token spend. And he said the most incredible thing, he said right now, our token costs are doubling every 45 days. I said well what is the downstream productivity? And he said maybe 5% max."

"So my costs are doubling every 45 days, my upside is essentially flat. He said honestly, what we're finding out is that you need to use a lot more tokens to get to this next iteration of improvement because we've effectively already asymptoted."

"We're going to take a step back and try to figure out what to do. I don't know how many other companies will actually go through this reckoning now, but the point is everybody in the next three or four years will for sure go through it."

"I suspect that if you can get out now, you should get out now before all of that starts to seep into the water table. Because I think that's probably what allows you to get out at a huge price and raise a huge amount of money."

Interested in AI?

Follow @AiEvolutio58513 and never fall behind.

I track ChatGPT, Claude, and every tool quietly changing how we work and create, then hand you the tested signals.

[Jared Vennett @_ILiketheBiz]

@0xPrajwal_ "paid" users

[Warren Pies @WarrenPies]

It is becoming obvious that AI is impacting the labor market.

Going back to mid-2025:
-Finance + Tech industries -246k jobs.
-All other industries +812k jobs.

This dynamic will most likely intensify next year and expand into other industries.