Larry

Tech. Biz. Mkts. Foodie. ConnectedCar. GlobalVideoCloud. IP.Internet.OpticalNets. MachineControlSys. Always be learning 🚀

[Larry @larry7ca]

@RealosophyRE @JohnPasalis @Anaspozito @DavinRealosophy @Dave_at_IMP @MoveSmartly John & all, terrific pod !

[Larry @larry7ca]

@JohnPasalis John, from your experience what conditions might drive planned 2023 condo occupancies to be delayed to 2024? and your guess whether it might? PS: terrific Nov roundtable YT drop yesterday, thanks to you, @SteveSaretsky , Urmi @MoveSmartly

[Larry @larry7ca]

@karpathy “I, Robot”

[Larry @larry7ca]

@elonmusk @karpathy Elon, will Optimus and it’s decedents, derivatives be “hard coded” with Asimov's laws of robotics (“I, Robot”) ? Thanks.
@heydave7 @jasondebolt

[Larry @larry7ca]

Great sept update @JohnPasalis & Urmi @MoveSmartly , and answers to comm’ty questions. Per pod, next to watch is pre-construction mortgages if any softness and how unemploy’t develops as we head into recession. https://t.co/sR8vaPEHMP

[Larry @larry7ca]

@JohnPasalis @SteveSaretsky @MoveSmartly @jessysbains Terrific program, great balance of facts (data) and insights from their extensive experience & what’s happening real time in both Toronto & Vancouver markets. Urmi - great job hosting , Qs, flow. Keep up the great work guys, huge value to those that follow.

[Larry @larry7ca]

@APompliano Semiconductor 16 min briefing from a16z Frank Chen https://t.co/GzsrXWD1iw

[Larry @larry7ca]

@AndreaSJames Terrific observation Andrea. 1000% agree, yet have never heard it put like this before. Thank you.

[Larry @larry7ca]

@JohnPasalis Always great info & insights. Thanks John.

[Larry @larry7ca]

@jkwan_md Thank you so much for your on going tracking, highlights, insights and perspectives.

[Larry @larry7ca]

@RaySalomone Thank you Ray. Just did it. Awesome !

[Larry @larry7ca]

@treylockerbie @CathieDWood @ARKInvest @PrestonPysh @stig_brodersen What a treat, get to hear my favourite investment pod and my favourite ETF asset manager/ARK/Cathie together.

Absolutely some key characteristics in common between value investing & Cathie’s approach. IMO - many are undervaluing this alignment so far.

Awesome job Trey.

[Larry @larry7ca]

@heydave7 @jasondebolt Dave & Jason, 1:25:00 to 1:28:00 - total Gem, many dimensions.
- “war time” companies Tesla, Amazon, SpaceX, high utilization of engineers ..
vs
- Google “peace time”, lots of ultra smart but “on bench” folks ..

Jason, love to hear more your thoughts above & standard oil ...

[Larry @larry7ca]

@JeffBooth @PrestonPysh Oh man, this is so meaningful. Thank you for sharing Jeff.

[Larry @larry7ca]

@meckimac @CathieDWood @elonmusk @SpaceX @boringcompany @neuralink Source: Recent Bloomberg interview. https://t.co/NGDG50xXRP
21:56-27:00 specifically, but the whole interview was excellent insights as usual by Cathie.

[Larry @larry7ca]

@meckimac @CathieDWood @elonmusk @SpaceX @boringcompany @neuralink great Q. Cathie is working on a public/private option (not ETF) that the SEC is opening up to, possibly for 2021 where all retail investors can participate.

Her comment was not specific to Elon’s private companies, my guess is Starlink would be a great candidate !

[Larry @larry7ca]

@SahilBloom Reminder that in the mist of upheaval, risk & opportunity can coexist - make lemonade. Nurture & keep hope strong.

[Larry @larry7ca]

@SahilBloom @nfmtweets Inspiring story Sahil, thank you. Love that it linked to Buffett and the famous NFM !

[Larry @larry7ca]

@DavidSacks @Jason @theallinpod “right back atcha” as you said last pod David 🤣.

Seriously, you all are awesome w/ or w/o the beek wetting 8-) Look forward to every drop of the pod @theallinpod since the start, definitely silver lining in these dark & challenging times.

Thank you from a CAD fan !