Bogdan Ceobanu

I share design, growth & innovation stories for better, wealthier, and more creative people.

[Bogdan Ceobanu @studios]

Something to reflect on!
$TSLA, $AMZN, $GOOG, $FB, $NFLX, $ABNB, $SHOP

[Bogdan Ceobanu @studios]

@tony_tress What is the secret to success?

[Bogdan Ceobanu @studios]

@TaPlot Good luck, man. Hope medicine will win!

[Bogdan Ceobanu @studios]

@gbstocks Note also earnings $AVGO and $CRWD.

[Bogdan Ceobanu @studios]

@gbstocks Always great to see your aggregated review of what's hot! Thanks.

[Bogdan Ceobanu @studios]

@ParadisLabs Huge run! A lot of value added = lots of followers!

[Peter H. Diamandis, MD @PeterDiamandis]

The thing nobody tells you about exponential change is that it feels like nothing is happening right up until the moment everything happens at once.

[Bogdan Ceobanu @studios]

@andrewdfeldman @cerebras What cables do they use?

[Bogdan Ceobanu @studios]

@kimmonismus Curious how much it costs?

[Bogdan Ceobanu @studios]

@goodreads The book of Elon.

[Bogdan Ceobanu @studios]

@KreizJordy Huge! Bravo.

[Bogdan Ceobanu @studios]

@podcast_alpha_x @altcap cc: @SergeyCYW

[Bogdan Ceobanu @studios]

@Mr_Zakka @LVMH Huge. Congratulations.

[Bogdan Ceobanu @studios]

@digitalix What is your expected price point?

[Mindset Matters @MMatters64217]

Do not let people think you do not belong… -Barack Obama

[Patrick OShaughnessy @patrick_oshag]

My conversation with @DanielSLoeb1, his first ever podcast and one I've been wanting to do for years.

Dan started Third Point in 1995 with $3 million. Today the firm manages over $24 billion across equities, credit, venture, and insurance.

Along the way he wrote some of the most iconic activist letters.

We discuss:
- Why deep value stopped working
- The power of writing
- The Twitter and XAI credit trades
- Lessons from FTX and Danaher
- The Sony and Sotheby's stories
- What makes a great analyst today
- The importance of kindness

I feel lucky we all get to learn from one of the greats.

Enjoy!

Timestamps:
0:00 Intro
2:48 Macro Views and Tech Trends
5:13 The Roots of Third Point
10:30 Evolving to Quality and Thematic Investing
19:07 Market Psychology and Inefficiencies
24:10 Good and Bad Corporate Governance
29:19 Activism
31:23 Sotheby's
41:37 AI
44:28 Sony
52:50 Danaher's Operating System
56:31 Building an Insurance Business
59:25 FTX
1:05:17 What Makes a Great Analyst Today
1:07:24 The Next Decade
1:10:00 Kindest Thing

[ScienceFocus @ScienceFocusonX]

our knee can heal itself. It just needed Germany to hand it the blueprint.

Doctors in Stuttgart did something quietly radical. They built a gel that lets damaged joint cartilage rebuild itself, no implants, no metal, no major reconstruction.

It's called ChondroFiller liquid.

Here's how it works.

A surgeon injects the liquid into the damaged spot during a single minimally invasive arthroscopic procedure. Within 3 to 5 minutes, it hardens into a stable matrix, molding perfectly to the exact shape of the lesion.

Then the real magic starts.

That matrix becomes a scaffold. Your own repair cells migrate in from the surrounding tissue, multiply, and slowly transform into chondrocytes, the cells that actually build cartilage. Over the following months, your body replaces the gel with brand-new tissue grown from you.

No fibrin glue. No drilling into the bone.

This isn't a fringe experiment, either.

The device is made by Meidrix Biomedicals, developed alongside scientists at the Fraunhofer Institute for Interfacial Engineering and Biotechnology in Stuttgart. It's been CE-certified since its market launch in 2013 and has already been implanted in more than 20,000 patients worldwide.

The numbers back it up.

In one study of 26 patients with hip cartilage defects larger than 2 cm², 81% achieved good or excellent results. MRI scans confirmed significant healing in over 90% of cases.

One important caveat: it's built for small, focal cartilage defects, not advanced arthritis. Patients with severe osteoarthritis saw weaker results.

But for the right injury, this flips the script entirely.

Instead of replacing the joint, you give it the tools to repair itself.

Source: Meidrix Biomedicals / Fraunhofer Institute IGB, Stuttgart; clinical data via Kazinform News Agency

[Bogdan Ceobanu @studios]

@StockSavvyShay Congratulations!

[X Freeze @XFreeze]

NASA just officially unveiled their master plan for a permanent Moon Base at the lunar South Pole

This is not just about flags and footprints. NASA is moving to establish an enduring, sustained human presence, and they are heavily relying on commercial innovators to build it

The roadmap is highly aggressive:
• Phase 1: Heavy robotic missions and commercial payload deliveries
• Phase 2: Semi-permanent infrastructure, including fission surface power and lunar drones
• Phase 3: A sustained, permanent human outpost

The most important takeaway is NASA explicitly stated this base is the ultimate proving ground to prepare humanity for missions to Mars

While legacy aerospace companies are still struggling to reliably get a small capsule to the ISS, NASA is setting the stage for massive lunar infrastructure....which is exactly the kind of heavy-lift planetary deployment SpaceX’s Starship was designed for

The multi-planetary economy is officially kicking off

[Bogdan Ceobanu @studios]

@pitdesi @hkanji O hoho. That looks good!

[Bogdan Ceobanu @studios]

@EhrmantrautCap_ Huge! Congratulations. Keep sharing good stuff and you'll hit 10x.