Drew Morgan

SMB Operator | Other Interests: Bible, Crypto, AI, Investing, Health, Econ, Psychology

[Drew Morgan @drewmo92_]

I've been trying to spend more time practicing with ai.

Going to post different projects in this thread.

[Drew Morgan @drewmo92_]

@SMB_Attorney @grok I get it from a sales perspective with clients but I can’t imagine bragging about your firm to other lawyers because they have a tool no one uses haha

[Drew Morgan @drewmo92_]

@sweatystartup It’s the ultimate life hack

[Drew Morgan @drewmo92_]

@pdicarlotrader Curious your thoughts on $NOW

[Drew Morgan @drewmo92_]

@jamesonhaslam Well you can’t say they’re dishonest…

[Drew Morgan @drewmo92_]

@DCinvestor I have a hard time reasoning to a different conclusion

[Drew Morgan @drewmo92_]

@Codie_Sanchez @Replit Is there any reason to build with replit still?

I haven’t used replit in awhile because codex and Claude are so good on their own.

[Drew Morgan @drewmo92_]

@jimiuorio Infuriating.

[Drew Morgan @drewmo92_]

@jimiuorio And because this is so lucrative, we’re going to become career politicians

[Drew Morgan @drewmo92_]

@JoshEakle I honestly cannot believe he is making that argument. Insane.

[Drew Morgan @drewmo92_]

@EndresenHeather @SMB_Attorney @grok Do you think the share of sba eligible deals by PE has increased over this time period or stayed flat?

[Drew Morgan @drewmo92_]

@SMB_Attorney @EndresenHeather @grok PE shops don’t use SBA

[Drew Morgan @drewmo92_]

@sweatystartup @Fadi_Maksad

[Drew Morgan @drewmo92_]

@pdicarlotrader We green??

[Drew Morgan @drewmo92_]

@SMB_Attorney Haha this made me chuckle

[Drew Morgan @drewmo92_]

Doesn’t bode super well for the sp500 that’s heavily weight towards Mags…

[Chamath Palihapitiya @chamath]

Money is starting to flow downhill - a critical observation for the next few years.

The Mags may make all the money but they are spending it faster than they can make it.

Their free cash flows are cratering.

Best to follow the money and see who’s getting it. In this case, it’s following the AI trade and, more specifically, the data center and power economies.

Make money from capital light business models like ads and software, then redirect it to asset heavy, traditional infrastructure companies.

A complete reversal from the last 20 years is underway.

[Chamath Palihapitiya @chamath]

Money is starting to flow downhill - a critical observation for the next few years.

The Mags may make all the money but they are spending it faster than they can make it.

Their free cash flows are cratering.

Best to follow the money and see who’s getting it. In this case, it’s following the AI trade and, more specifically, the data center and power economies.

Make money from capital light business models like ads and software, then redirect it to asset heavy, traditional infrastructure companies.

A complete reversal from the last 20 years is underway.

[Drew Morgan @drewmo92_]

@Camp4 I hear you and prefer sunny Colorado as well but a little bit of this is kind of a vibe

[Drew Morgan @drewmo92_]

@Selkis_2028 Do you think we’re out of the woods?