@stanleytang@DoorDash@andyfang@aryanxshah@AIatDoorDash@Macys Go Dash! Congratulations to the whole the whole team who made this dash delivery drone bot possible. I’m an investor and want to this company to go international even more! There is opportunity in international markets.
Yes, I l understand my grandfather and uncle served in the Navy and Army as an orthopedic surgeon and later opened up clinics for the American indigenous on reservations. Then, went on to volunteer at the veteran’s hospital. I respect the military and their honor to fight for our freedom. I will never say anything derogatory but man when you see a young man or woman die, it’s sad, bro!
Now what is going on here? Is Trump playing us or has there been any real progress in negotiations with Iran? I like to trust our leaders but when have conflicting news, it makes me concerned. We, the American people need truth as we watch our portfolios take a dive and concerned about our energy crisis. Why didn’t we invest more in solar like the Chinese? Instead, it was drill baby drill and look at where we are now. More dependent on oil than ever before. Our grid is over 25 years old and can’t handle all the data centers, let alone our infrastructure.
@chitrader I like that the fact that “ the evil” Iranians are getting messed up but we collectively as educated human beings cannot follow blindly. We have to have discernment. So, if Hitler said to kill all the Jews, should we follow that too?
Yes, but when it comes our own citizens getting hurt or dying on the frontlines, I don’t like it and I’m not afraid of saying what I believe. We need logical and mindful leadership. I don’t like the people in power in Iran. I think they are nefarious to the core. But, if Trump had to put his sons on the line, I bet he’d think twice.
On Robinhood’s DeFi strategy, Vlad Tenev describes a full-stack play.
“Through Robinhood app and increasingly Robinhood Wallet, we’re growing distribution.”
“We also have the opposite end, which is the infrastructure.”
“The problem becomes one of curation.”
🎬 @vladtenev
“Betting on AI resilience? xAI’s $20B raise at $230B val is bold, but chip obsolescence & data center delays could strand billions. I’m in on Oracle—proven through storms, $523B RPO, smart AI buildouts. Which one do you support? Fundamentals > hype. #AIInvesting#Oracle”
The most recent @Jefferies report on #stablecoins dropped today, analyzes their impact on traditional banking.
It concludes that stablecoins are unlikely to cause a sudden run on U.S. bank deposits but could gradually erode bank profitability through steady deposit outflows.
"Stablecoin growth in payments and crypto markets may slowly shift deposits away from banks, pushing lenders toward more expensive funding sources.
Jefferies estimates a potential 3% to 5% runoff in core bank deposits over the next five years due to stablecoin adoption.
This could reduce average bank earnings by about 3%, driven by higher funding costs and pressure on fee income.
The GENIUS Act (passed in 2025) bans yield/rewards for passive stablecoin holders, which lowers the risk of abrupt deposit flight.
However, banks need to adapt by developing their own tokenized payment solutions to avoid a gradual squeeze on profits."
Alex Karp: "America has reestablished deterrence."
"That actually just happened. It's happened in the last year."
"That is a phenomenal asset that America now has that it did not have. And there are lots of reasons for it, but one—maybe not the most important—is a concatenation of the most unusual (in some cases otherwise maybe not fully functional) talent built around building something that was an absolutely scandalous, unpopular dream rejected by many people, called Maven."
"If we are going to outperform the rest of the world, our single advantage is to augment neurodivergent, highly individual people to be their absolutely unique best—and protect their First, Second, Fourth, and Fifth Amendment rights so that they don't get screwed."
@PalantirTech@KTMBoyle