stuart

Digital money advocate. Most people's view of London/Sydney weather is normally wrong

[stuart @soppstu]

@SullyCNBC Same thing happened in London. Works for a hot minute but then they extend the zones, increase pricing. Its just a tax dressed as a social good, it doesnt solve any problems.

[Marc Andreessen 🇺🇸 @pmarca]

Nothing makes people mad like good news.

[Milton Friedman Quotes @MiltonFriedmanW]

Milton Friedman:

“Economists don’t know much, but there’s one thing we know very, very well—and that’s how to produce shortages.”

“You want a shortage of housing in New York City? Set a maximum price on rent, and you will have a shortage of housing.”

[stuart @soppstu]

@GuyAdami Thank you @GuyAdami ! Last of the 40s, Im catching you

[stuart @soppstu]

https://t.co/uRPUTGvgiV exciting developments from the WH

[stuart @soppstu]

Big deal here for fintechs!

[Rapid Response 47 @RapidResponse47]

Fact Sheet: President Donald J. Trump Integrates Financial Technology Innovation into Regulatory Frameworks https://t.co/cP2xEOEffW

[Wilfred Frost @WilfredFrost]

BUY CHINA – that’s the message from this week’s guest on The Master Investor Podcast – Louis Gave @gave_vincent, the Founding Partner and CEO of @Gavekal, one of the most unique and insightful market research firms in the world.
IRAN WAR: “China comes into this crisis better prepared than pretty much anybody out there… & has more oil and storage than the rest of the world combined.”
LONG TERM: “China has the lowest cost of capital, the lowest cost labour, the lowest cost of electricity, and has the world's cheapest currency and it's not even close… And that makes for a very powerful combination.”
WARNING: UK, France and US bond markets are vulnerable.

Timestamps:
00:00 Intro
03:28 Iran War – likely path
05:34 Iran War – inflation coming
08:04 Iran War – who is most exposed
13:37 UK, France, US bond markets vulnerable
15:55 Bearish on defence stocks
20:38 China well prepared for Iran shock
28:20 China screaming buy long term
34:56 Constructive rest of Asia
36:12 US overvalued?
41:33 Know your strengths

[stuart @soppstu]

Stripe data showing serving lower income customers may just be superior with ai

[Jas @jasleen2020]

@stripe Sessions Day 2 kicks off with @collision "Indexing the AI Economy"

- AI isn’t killing SaaS. It’s killing the market’s willingness to pay for unprofitable SaaS. Stripe’s data suggests revenue is still growing — the real reset is around profitability premiums.

- One of the more interesting counters to the “K-shaped economy” narrative: Stripe says the gap between high- and low-income consumer spending is actually shrinking, not widening.

- AI is lowering the minimum efficient size of a company. Solopreneurs are reaching real scale faster, and the class of new internet businesses looks meaningfully stronger than prior cohorts.

- The new startup playbook: launch global on day 1, keep headcount lean, automate aggressively. Stripe’s data on AI startups suggests international revenue is arriving earlier than ever before.

- If AI makes intelligence abundant, the real winners may be its complements: compute, power, proprietary data, network effects, and real-world operational infrastructure.

[Jas @jasleen2020]

@stripe Sessions Day 2 kicks off with @collision "Indexing the AI Economy"

- AI isn’t killing SaaS. It’s killing the market’s willingness to pay for unprofitable SaaS. Stripe’s data suggests revenue is still growing — the real reset is around profitability premiums.

- One of the more interesting counters to the “K-shaped economy” narrative: Stripe says the gap between high- and low-income consumer spending is actually shrinking, not widening.

- AI is lowering the minimum efficient size of a company. Solopreneurs are reaching real scale faster, and the class of new internet businesses looks meaningfully stronger than prior cohorts.

- The new startup playbook: launch global on day 1, keep headcount lean, automate aggressively. Stripe’s data on AI startups suggests international revenue is arriving earlier than ever before.

- If AI makes intelligence abundant, the real winners may be its complements: compute, power, proprietary data, network effects, and real-world operational infrastructure.

[stuart @soppstu]

@NicHulscher @EthicalSkeptic

[stuart @soppstu]

@sissenberg @nytimes is this real?

[stuart @soppstu]

Ai stops at the liability layer

[Wilfred Frost @WilfredFrost]

Important to note that debt is NOT lower today than July 2024, & indeed will be higher at the end of the parliament than today - it will be up from 93.2% of GDP to 95.1%. True that by the final year it will be marginally lower than the penultimate year but that’s very generous spin to claim “debt is falling”. (And fair to say these forecasts are very optimistic in light of everything anyway!)

[Wilfred Frost @WilfredFrost]

What Could Trigger The Next Crash? Lessons from 2008 with Wall St titan @LloydBlankfein - Fmr Chairman & CEO @GoldmanSachs

So enjoyed this one. You can find it here:

YT: https://t.co/BWhI2QGSxu
Apple: https://t.co/UxWtdqg38b
Spotify: https://t.co/JjwgTROFRZ

[Josh Schlisserman @jslishi]

I am surprised more VCs aren't talking about this. But, if you are a NYC founder with any type of liquidity event happening soon, consider relocating NOW!

CC: @ethdaly @MaxwellAbram @ChanniGreenwall @SandroChess @Bfaviero @evanbfish @jackmcclelland

https://t.co/ECJLOoeET9

[stuart @soppstu]

Highly reccomend you follow @WilfredFrost on your podcast rotation!

[Wilfred Frost @WilfredFrost]

The latest episode of The Master Investor Podcast is an exclusive 50 min conversation with @USTreasury @SecScottBessent - from trading the markets to being their guardian. Find it here:

YT: https://t.co/qAcRCuKTmL
Apple: https://t.co/UiwlCRVAbG
Spotify:   https://t.co/OzH2JjjsAM

[stuart @soppstu]

@ericweinstein By encouraging well respected professors to teach dead ends and kill the ones making progress?

[stuart @soppstu]

Brooklyn is weeks away from developing a nuclear weapon

[stuart @soppstu]

@DanielSLoeb1 @NYCMayor Legend

[Citrini @citrini]

I spent 100 hours over the past week researching, writing and editing the piece we just put out.

It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.

And we’ve released it for free. Hopefully you enjoy it.

https://t.co/YK8E11GcDU