Independent Thinking

Never be afraid to ask questions. 🔥
Laugh🤣, but not at the expense of others.
Listen, don't argue. Its ok to agree to disagree.
BELIEVE, don't hope.

[Independent Thinking @cmasonOC]

Independent minds don't cheerlead political teams—they demand results that actually serve the people here at home. 🇺🇸

[Independent Thinking @cmasonOC]

@adamcarolla Correction. California taxpayers paid her $3.7 million.

[Independent Thinking @cmasonOC]

This could be why crypto is crashing. All the money is going to these IPOs.

[The All-In Podcast @theallinpod]

LIQUIDITY: Thomas Laffont on the $4T AI IPO Wave from SpaceX, Anthropic, and OpenAI

Coatue's Thomas Laffont is BACK with the Besties for another incredible presentation + Q&A

-- The $4T AI IPO Wave
-- 2026's Unicorn Economy
-- The 10X Paradox
-- Unprecedented Liquidity

(0:00) Coatue's Thomas Laffont joins the Besties!

(0:30) Public markets are back as AI is dominates the "Unicorn Economy"

(5:15) The $4T AI IPO explosion

(7:48) The case for SpaceX: Compounding launch monopoly and Starlink

(10:38) The 10x Paradox: Why we're seeing unprecedented scaling

(15:33) Segmenting AI markets and future impact

(18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion

Thanks to our partners for making this possible!

EY (@EYnews) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://t.co/c6sx2BeVNd

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8db7Sw

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT4wYa

[Independent Thinking @cmasonOC]

@WallStreetApes Someone argue for the Democrats on why all those bullet points are a good thing. I would like to hear the thought process.

[Independent Thinking @cmasonOC]

@unusual_whales This might be true, but gas prices will take a while to come back down.

[Independent Thinking @cmasonOC]

@Dschmitz92 @WatcherGuru Great Chart! Someone make sure Cramer knows where the moon is before he sends BTC.

[Independent Thinking @cmasonOC]

@miles_commodore

[Independent Thinking @cmasonOC]

@bourscheid @mattvanswol How is it hate? I agree he uses the red warning light way too much, but aren't all the posts highlighting things that need attention?

[Independent Thinking @cmasonOC]

@MaddJonny @WatcherGuru It was just reported. Cramer doesn't work that fast. LOL

[Independent Thinking @cmasonOC]

@AlyaBlt_ @WatcherGuru

[Independent Thinking @cmasonOC]

Agree with what you said. Everyone should be playing crypto as they would in Vegas. Only gamble what you can afford to lose. Then no matter what happens, it's no big deal. Having said that, with these big corporations pouring money into BTC, it's not going anywhere.

PS -- I'm up over 1000% on doge. 🤣. Vegas baby!!!!

[Independent Thinking @cmasonOC]

@RogerB65082370 @libsoftiktok @GregAbbott_TX I really wish there were a rule that only the state and national flags can be flown. This way, there can be no arguments about flags.

[Independent Thinking @cmasonOC]

From what I have seen, the issue is noise, electricity, and water. Really, no one wants to hear the noise from these, and I don't blame them. You also need to make sure they are in an area with plenty of water and electricity to spare. Does Nevada have that extra water? What state offers these? That's where they should be built.

[Independent Thinking @cmasonOC]

@ZeeCaptainRon @MarieIsabellaB 🤣

[Independent Thinking @cmasonOC]

@MarindaVannoy1 Someone pointed out that it was Arnold who passed the current election system. For some reason, I thought this was passed early in Newsom's career. Thanks for the correction. No matter who passed it, it is still dumb!

[Independent Thinking @cmasonOC]

@MarindaVannoy1 I hate to say it, but this fight between Hilton and Bianco will result in no republicans moving on. They can thank Newsom for this ridiculous system currently in place.

[Independent Thinking @cmasonOC]

@WatcherGuru This post needs more context

[Independent Thinking @cmasonOC]

@miles_commodore Yes. Stop pointing out I'm old!!!

[Independent Thinking @cmasonOC]

@ocregister

[Independent Thinking @cmasonOC]

@KimmiePoet @MarindaVannoy1 For some reason, I thought this was passed early in Newsom's career. Thanks for the correction. No matter who passed it, it is still dumb!

[Independent Thinking @cmasonOC]

@TiffanyFong A shot of tequila will perk it right up!