If everyone is yelling about something, it’s probably late.
If nobody is yelling and institutions are quietly building…
that’s usually worth watching.
We are in the institutional cycle, and @hedera is the institutional favorite, quietly building partnerships with governments and largest companies in the world.
Not advice. Just pattern recognition.
Jensen and @nvidia delivering the AI infrastructure for U.S. manufacturing dominance. Accelerated compute turbocharging AIP—from the Lowe's supply chain to the frontline.
AI isn’t about AI – it is our asymmetric advantage to deliver country-scale transformation. AI is about Reindustrialization. AI is how we give the American worker superpowers and make them 50x more productive.
American leadership in industrialization is re-emerging: Mobilize. 🫡
$PLTR $NVDA
THIS ACTUALLY JUST HAPPENED.
Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology."
Oh. My. Goodness.
My son cold called me
“D…dad, can you play catch with me?”
I was at an important work lunch
“No thanks. Take me off your list,” I said before hanging up
Really bad sales pitch
He didn’t explain why this would benefit me
My client was impressed
Everyone in the restaurant stood up to applaud me for being a brave businessman
I could get used to this
🏛️ Chairman @SECPaulSAtkins@SECGov just flipped the switch. Welcome, Project Crypto 🇺🇸
A clearer path is taking shape for builders, investors, and innovators. Now’s the time to engage, contribute, and help shape what comes next. @WhiteHouse
https://t.co/muWU4fXgRK
👔The Suit
In 2017, I sat at the 30-person dining table in Masayoshi Son’s $150 million home. All eyes were on me as I pitched a 10-figure deal to Masa and his team—some of the brightest minds on Wall Street.
When my part was done, I handed things off to a colleague and surveyed the room. Two thoughts hit me in rapid succession:
1) “This is the top.” I’d come a long way from bagging groceries in small-town Texas for $3.35 an hour, but…
2) “I don’t want to be here.” I was living someone else’s dream, not mine.
That moment of clarity would change the course of my life.
I’d reached the pinnacle of my career only to realize I climbed the wrong mountain. Months later, I hit the reboot button—quitting a prestigious job and moving my family to Colorado with no clear plan for the future.
To my friends and colleagues, the change seemed sudden—even reckless. But the seeds of change were planted years earlier, when I stumbled into a climbing gym and discovered not just a lifelong passion, but a different way of living.
Fast-forward 8 years…
Since that epiphany in Masa’s dining room, I’ve spent over a thousand days outside instead of in an office. I climbed a second mountain—this time, both literally and metaphorically—and the view from here is better.
I still work hard—in fact, I just started a business—but I do it (mostly) on my terms. My career is only one part of my identity—and not the dominant one.
I’m certain that the other guys seated at Masa’s table took their careers to even greater heights. They’re all far richer than me, but…
Who’s more successful?
I don’t know the answer, but here’s what I’ve observed in my 30-year pursuit of happiness:
Financial wealth is common. There are a lot of rich guys out there—but very few have threaded the needle, with career success and also…
—Passionate non-work pursuits
—Exceptional health & fitness
—A close, loving family
—Control of their time
—A lasting marriage
This rare breed defines success across multiple dimensions—they’re the ones I want to emulate.
The other day, while rummaging around in our basement, I stumbled upon the Armani suit I wore in that meeting with Masa. It was dusty—a relic of a distant world.
Everyone’s path is different. The point of my story is:
⛰️Choose your mountain carefully—because you just might make it to the top.
(PS: If you enjoyed this post, would you like, comment, and repost it? Also, sign up for my free email list—the link is in my bio @camp4)
A couple notes from AbCellera’s ABCL635 patent that discuss the opportunity they see compared to small molecules and hormone replacement therapy:
Of course, clinical trials will serve to validate AbCellera’s assumptions regarding the competitive edge 635 would provide.
$ABCL
NEW— $PLTR CEO Dr. Alex Karp on hiring and dyslexia in @barronsonline:
“For any given role, there might only be 100,000 people in the world. You need one of them.”
On being dyslexic:
“there is no playbook, and that was a huge limiting factor most of my life”
“Now it’s just like, ‘game on.’ You guys are all trying playbooks where there is no playbook.”
Oscar Health – $OSCR
Coverage Initiated by: RonnieV – Retail Analyst
Rating: BUY | 12-Month Price Target: $30
Oscar Health is an undervalued AI-driven health insurance company with expanding margins and growing membership momentum.
#retailanalyst
We’re excited to announce @hashpack, a leading wallet for the @hedera ecosystem, has integrated Coinbase Onramp, enabling users to seamlessly convert fiat-to-HBAR directly inside the app.
HashPack makes it easy for users to store, stake, and swap HBAR, HTS tokens, and NFTs.
Let’s take a closer look 👇
Developed by @EQTYLab in collaboration with @nvidia & @intel, Verifiable Compute is the world's 1st hardware-based solution to audit & govern AI workflows leveraging Hedera Consensus Service to create an immutable ledger of AI computations for compatible NVIDIA GPUs & Intel CPUs.