jay ji

Chief Entertainment Officer. swimming in ambiguity. empower creativity. intellectual curiosity. compounding quality. radiate positive vibes.

[jay ji @jaitter]

Google is the only player with full-stack AI control (for now).

[jay ji @jaitter]

This shows NVIDIA’s real strategy: own the picks and shovels and back the miners. AI infrastructure + frontier models = ecosystem dominance

[jay ji @jaitter]

The power of the powerless

https://t.co/oO9B1DI6ZI

[jay ji @jaitter]

Since their 2004 IPOs, Domino’s Pizza (+7,400%) has actually outperformed Google/Alphabet (+7,000%).

[jay ji @jaitter]

Since 1926, U.S. bull markets have averaged 8.9 years with +490% returns, while bear markets lasted just 1.3 years with -41% losses.

[jay ji @jaitter]

Nike dominates the global sportswear market with a $110.6B valuation, over 3x Adidas, leading the Top 20 publicly listed sportswear companies by market cap.

[jay ji @jaitter]

In 2024, Din Tai Fung generated approximately $411.6 million in total U.S. revenue, with an industry-leading average unit volume of $27.4 million per location—nearly twice that of upscale competitors like Mastro’s Steakhouse and The Cheesecake Factory.

[jay ji @jaitter]

Pop Mart is now worth more than the makers of Barbie, Hello Kitty, and Transformers - combined

[jay ji @jaitter]

Tether made $13B in profit with just 100 employees.

[jay ji @jaitter]

Tariffs are back on the table and not just as a political tool. This is about reshaping the global supply chain.

[jay ji @jaitter]

Double-edged sword of game theory?

[Bill Ackman @BillAckman]

Now imagine China recognizes that the below outcome is the likely outcome.

If you were China, what would you do?

The answer, I believe, is that you would sit down with @SecScottBessent and @realDonaldTrump and make a deal, and you would do so soon.

China is an incredible country with remarkably talented, innovative, hard working, and entrepreneurial people.

China no longer needs trade barriers and tariffs to compete. China does not need to steal IP to create innovative companies or electric cars or to advance AI. They have proven otherwise with Alibaba, BYD, and DeepSeek and more.

Imagine a world in which we do business with China on a level playing field and we cooperate to advance humanity.

What a world that would be.

[jay ji @jaitter]

This leaderboard tracks all the lean AI Native companies to measure this new trend and how close we actually are to the "1-person" billion dollar startup reality.

https://t.co/bweNddSwqn

[jay ji @jaitter]

Do not fear

https://t.co/IRoSxe2l7F

[jay ji @jaitter]

The NFL dominates global sports with $19.3B in revenue for 2024 - more than the NBA ($12B) and MLB ($11.3B)

[jay ji @jaitter]

2014: China surpasses the US in supercomputing power
2017: Becomes the world leader in AI research papers
2020: Processes $67 trillion in digital payments
2023: Operates 2.3M 5G stations, more than the rest of the world combined
2024: Dominates the global industrial robot market

[jay ji @jaitter]

Norway's $1.8 trillion sovereign wealth fund said it will pay $739 million for a 25% stake in the London’s Covent Garden. It follows a $396 million investment for a 25% in the Duke of Westminster's Grosvenor estate in January.

[jay ji @jaitter]

Tokenized RWA's are now worth more than $240B

[Stablecoin Intern @Degenerate_DeFi]

only one sector in crypto is up-only on a multi-year timeframe

and it's about to 100x under the current admin

[jay ji @jaitter]

Berkshire Hathaway’s cash reserve alone is bigger than the entire KOSDAQ market, showing just how massive it is.

[jay ji @jaitter]

Jeff Yass, cofounder of Susquehanna International Group and a 15% stakeholder in ByteDance, has emerged as a close ally and adviser to Trump. Meanwhile, TikTok received an executive order aimed at delaying the enforcement of its ban.

[jay ji @jaitter]

Poogle is a crossbreed dog resulting from the mating of a Poodle and a Beagle
https://t.co/gYdb6bac1v