Building Augmentiv - The smartest tutoring OS for ambitious independent tutors. Talks about education, tech, future of work, investments, cycling or a combo.
@BoringBiz_ This is really the whole point of AI in this area. Push out the grunt work and spend time structuring and thinking. Vibe coding full form excel models is a legit use case at this point.
@pridesai Great thoughts. I agree with the over consumption overhang (somewhat linked to peptides enabled demand/desire suppression) and an almost revenge flight to private / non digital lives. Could almost see the barbell play out!
@vrexec The 'judgement layer is the key' is an idea that hits the spot with AI. Ditto, in my experience, things I'd paid a ton for advisory at corporate can now be delivered in minutes. Just need to know what good looks like!
@juliafedorin Spent a week in the city recently. Incomparable energy, though could be overwhelming at times, depends how you absorb it. Personally, Boston hits the spot!
We truly are witnessing history right now.
It's clear that the period we are in now will be referenced for decades to come.
The S&P 500 has added +$10 trillion in 29 days, semiconductor, AI stocks are surging 100%+ in weeks, and the Trump Administration is up +550% on Intel.
When we began emphasizing the need to own assets to win in this market over 12 months ago, this is exactly what we meant.
While inflation is back and the labor market has weakened, it simply does not matter right now.
In fact, the return of inflation has only intensified the scramble for yield and hard assets that can preserve purchasing power.
Look at the data: just 5 stocks have accounted for ~50% of the S&P 500’s total gains since April 1st.
These same tech giants driving the market higher are gaining even more momentum amid rate cuts, deregulation, and historic inflows into equities.
Asset owners are experiencing one of the greatest wealth expansions in modern history while everyone else is being left behind.
Our 12+ month thesis has materialized.
none of my posts or ideas are unique.
i have built my thinking on the backs of countless others through books, conversations, etc.
all of my posts & thoughts are derivatives of my lived experiences. originality is a mirage.
@andrewchen Been thinking the same. Funny how even the spreadsheet capability has gotten a kick itself with Claude in Excel making people build everyday decision models for non-spreadsheet savvy folks!
@TheHolyKau@DrCamRx@WHOOP Amateur athlete 🙋🏻♂️ - having used it for 4 years, not tracking for next 2, and taking on a helio strap for last 6 mths, the only utility worth tracking is sleep. Whoop is mostly a fashion statement imo, a great one at that!
generalists are about to win big
If you understand a little of tech, business, and people, and can connect everything fast.
you're sitting on a goldmine right now.
@toddsaunders Gemini for first round of thinking and then visualization. Canvas does it best, including interactive visuals. Claude for challenging Gemini, real second brain activity, real outputs, financial models end states (ppt not yet) and real needle moving output. Chatgpt for residual.
We offered 5 people a Porsche 911 GT3 RS if they could get @WisprFlow to make a mistake
It's the fastest and most accurate AI voice dictation app that's 3x more accurate than ChatGPT, Claude, or Siri.
Today, we’re finally launching on Android. Download now: https://t.co/TJhnUhDSLv
As a part of the launch, we’re giving away 6 months of Wispr Flow Pro for free.
Like, retweet and comment ‘Wispr Flow’ to get it. Enjoy.
— Written with Wispr Flow