The Inflection Economy

High conviction ideas and musings from the GPs of Logos LP. Disclaimer: Not financial advice. May buy and sell securities without disclosures.

[The Inflection Economy @inflectionecon]

Without further ado: The Logos LP X is now The Inflection Economy.

Same high-conviction framework. New focus on structural breaks.

Our first deep dive drops this weekend: “The Structural Case for Post-Acute & Managed Care”.

Subscribe below:
https://t.co/Z2x8R2FsY7

[The Inflection Economy @inflectionecon]

@qcapital2020 Feels tacky tbh

[The Inflection Economy @inflectionecon]

@Crussian17 Already there…https://t.co/ZZQGHkqWpb

[zerohedge @zerohedge]

There's more: "Meta’s Big Tech rivals such as Microsoft and Amazon are also likely to be considering their own stock sales" - FT

[The Inflection Economy @inflectionecon]

Trump admin backstop buyer? If SpaceX, Anthropic and OpenAi can't find buyers for their IPOs, things could get quite dicey….

[First Squawk @FirstSquawk]

TRUMP: ALL BIG AI COS COMING TO WHITE HOUSE, MAYBE NEXT WEEK

[The Inflection Economy @inflectionecon]

@SixSigmaCapital It’s looking like a race for capital. There’s only so much and $GOOG jumped the cue….each day it’s looking more complicated for these mega IPOs…

[The Inflection Economy @inflectionecon]

Should be more of this.

[Cognition @cognition]

AI should earn its keep. Introducing the AI Productivity Guarantee.

If Devin delivers less engineering value than you’re paying for, Cognition will fund your usage until it does, up to $10 million.

It’s time for the AI industry to stop maximizing tokens and start maximizing productive output.

[The Inflection Economy @inflectionecon]

@jbulltard1 https://t.co/6C7ZIgwnMk

[*Walter Bloomberg @DeItaone]

TRUMP: WITH A GREAT JOBS REPORT, LIKE JUST ANNOUNCED, STOCKS SHOULD GO UP

[The Inflection Economy @inflectionecon]

@TedPillows De-levering.

[The Inflection Economy @inflectionecon]

Post: https://t.co/7X58hvLabZ

[The Inflection Economy @inflectionecon]

May Portfolio review out. The goal was never to own everything. It was to own the right things in enough size that being right actually showed up in returns.

[The Inflection Economy @inflectionecon]

@alphacharts365 @Deepvue What’s the scan identifying?

[The Inflection Economy @inflectionecon]

@cap_zay There are approximately 150 to 200 2x leveraged single-stock ETFs actively traded in the U.S…

[The Inflection Economy @inflectionecon]

@PythiaR Wait was Berk writing a $10bn cheque to fund Google’s AI program the top?

[The Inflection Economy @inflectionecon]

@eliant_capital It’s beautiful

[The Inflection Economy @inflectionecon]

@alphacharts365 We are moving into giga brain level bag passing mode. Force feed.

[The Inflection Economy @inflectionecon]

@compoundpapi The recently dropped AI strategy was a movie tho.. “ensure AI reflects Canadian identity, culture and inclusion”. Cant make this stuff up.

[The Inflection Economy @inflectionecon]

@Marlin_Capital $KOID and chill.

[The Inflection Economy @inflectionecon]

In the lack of news coverage and attention lies the investment opportunity.

[Kathy Jones @KathyJones]

Gene editing may mean a one-time treatment for heart disease will be available soon. Seems more important than a lot of other news but not getting a lot of attention.

[Anthropic @AnthropicAI]

Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.

It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx

[The Inflection Economy @inflectionecon]

@fkronawitter1 Yes still early 👌

[Florian Kronawitter @fkronawitter1]

The very positive impact of AI in biotech/genomics seems a market narrative in its infancy today. It could grow much louder for the remainder of the year