INSTEAD OF WATCHING A 2-HOUR MOVIE.
Watch this Anthropic Claude for Finance lecture.
It’s probably the best free hour in quant AI right now.
Bookmark it and watch it today, no matter what.
Today we’re introducing Google AI Threat Defense - a comprehensive AI-powered cybersecurity solution designed to help continuously monitor for and stop AI-powered threats before they can impact your business. Here’s how it works:
1. AI Threat Defense uses our cybersecurity platform @wiz_io to scan and prioritize what applications and systems have the highest security risk.
2. Gemini and other frontier AI models can then autonomously perform continual deep scanning of your applications - starting with those at the highest risk - to identify security vulnerabilities.
3. The capabilities of CodeMender - a new software repair agent - are then used to verify and accelerate the patching of vulnerabilities.
4. And our @wiz_io autonomous agents continuously test your systems to find unknown vulnerabilities before adversaries do so that you can remediate them before you are attacked.
While other model providers focus on using AI to find and flag vulnerabilities, Google AI Threat Defense actively prioritizes your most critical real-world risks and accelerates their remediation using a variety of models since no single model finds a superset of the vulnerabilities found by all other models.
My conversation with @DanielSLoeb1, his first ever podcast and one I've been wanting to do for years.
Dan started Third Point in 1995 with $3 million. Today the firm manages over $24 billion across equities, credit, venture, and insurance.
Along the way he wrote some of the most iconic activist letters.
We discuss:
- Why deep value stopped working
- The power of writing
- The Twitter and XAI credit trades
- Lessons from FTX and Danaher
- The Sony and Sotheby's stories
- What makes a great analyst today
- The importance of kindness
I feel lucky we all get to learn from one of the greats.
Enjoy!
Timestamps:
0:00 Intro
2:48 Macro Views and Tech Trends
5:13 The Roots of Third Point
10:30 Evolving to Quality and Thematic Investing
19:07 Market Psychology and Inefficiencies
24:10 Good and Bad Corporate Governance
29:19 Activism
31:23 Sotheby's
41:37 AI
44:28 Sony
52:50 Danaher's Operating System
56:31 Building an Insurance Business
59:25 FTX
1:05:17 What Makes a Great Analyst Today
1:07:24 The Next Decade
1:10:00 Kindest Thing
🚨 Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.
Taught by the people who built it.
Free. No registration. No paywall.
I've seen $300 courses that don't cover what they teach in the first 8 minutes.
Watch it and bookmark it now.
Penguins on a "Blue Iceberg" caused by thousands of years of compression
The interesting shapes are caused from wave action below and wind erosion above, where the waves cannot reach.
The blue color occurs mostly in very old ice from a very deep glacier and is the result hundreds or even thousands of years of compression and ongoing thawing and refreezing of the ice. Over time, these processes release much of the air that was originally trapped by the falling snow. As this happens, the reflective surfaces of our "snowflakes" disappear. The ability to reflect light exists only when there is air between the surfaces of the ice crystals. This very, very old, and very, very dense ice is no longer capable of reflecting light. So it no longer appears white.
Meet the 'next Einstein' who turned down a $1.1 million university offer to lead a groundbreaking quest to decode the mysteries of the universe.
Sabrina Gonzalez Pasterski is redefining the image of a modern genius, possessing a brilliant mind that has earned her frequent comparisons to Albert Einstein. Her extraordinary journey began at just 12 years old when she built her own airplane, a feat that foreshadowed a stellar academic career. After graduating at the top of her physics class at MIT with a perfect GPA, she moved on to Harvard for her doctoral studies. Her groundbreaking research on the 'spin memory effect' even caught the attention of the late Stephen Hawking, who cited her work in his own papers. This meteoric rise made her one of the most sought-after scientists in the world, leading her to famously decline a $1.1 million offer from Brown University to pursue her specific intellectual passions.
Today, Pasterski leads the Celestial Holography Initiative at the Perimeter Institute for Theoretical Physics. Her work sits at the absolute frontier of science, focusing on an ambitious project to encode the universe as a hologram in an effort to reconcile the long-standing divide between spacetime and quantum theory. Unlike her historical predecessors, she leverages modern digital platforms to share her research and journey with a global audience, proving that the next generation of genius is as much about communication as it is about calculation. By standing on the shoulders of giants while solving mysteries that have stumped generations, Pasterski is proving that the future of physics is being written by those bold enough to forge their own path.
source: Harker, J. (2026). Next Albert Einstein is 32-year-old woman who turned down $1.1m offer from university. UNILAD.
New York has hundreds of VCs. But do you know 10 who actually invest in your space?
Probably not. That’s why we built Google Maps for Venture Capital.
We call it OpenMap:
1️⃣ Go to OpenMap (link below)
2️⃣ Zoom into NYC
3️⃣ Filter by fintech, SaaS, pre-seed, or growth
4️⃣ See who’s active, where they’re based, and what they invest in
Then go deeper: check their website, find warm intros, and understand your local ecosystem.
If you’re a founder in NYC, you should know this map.
If you’re a VC in NYC, you should be on it.
🗽 Explore 700+ investors in New York City here → https://t.co/LNQZm8jlTJ
PS: Not in NYC? You’ll probably find your city there too.
We asked a16z's investors for their takes on the biggest problems builders will tackle in 2026. Here's part 1 of Big Ideas 2026: https://t.co/o1CJ0v5STb
Many are saying that 2026 will be the year of the agent. A passive system of record layer stops making sense when agents can independently execute on assigned intent. I expect to see a new kind of dynamic agent layer that actually makes sense for employees replace legacy SOR. This is a very exciting development on the long road of inserting intelligence into companies.
Ben Horowitz: Computing has always needed two pillars, machines and networks. AI has the machines but not the network.
Crypto is the missing layer, giving AI money, identity, provenance against deepfakes.
Source: @bhorowitz at @Columbia_Biz
Interesting thread on 6 months of "hardcore" usage of coding agents (rewriting ~300k LOC). The meta-learning is ironic: The user stopped hard "vibe coding" and return to disciplined context engineering.
https://t.co/yO07VqnmbG
Every PM should be using Claude Code.
So I built a HUGE course for you to learn Claude Code... IN Claude Code!
🔹 Complete guide
🔹 Make PRDs, analyze data, create decks
Soon, I'll sell it for $149.
For the next 24h: FREE!
Follow + RT + comment "CC" & I'll DM it.
Principle 5:
The Eisenhower Matrix will stop working for you at some point. Then, it is time to learn & practice Radical Delegation.
Every PM knows & loves the Eisenhower Matrix (popularized by habit 3 in Covey's 7 Habits book).
(image source: https://t.co/wEJ89YCJRh)
Enter Radical Delegation.
Radical Delegation helps you
- Make a major, singular impact
- Truly empower team members
- Grow them with “stretch tasks”
- Create flow for self & others
- Avoid burnout
This is Radical Delegation, summarized: