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North Shore, LI
Joined August 2011
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After listening to @FoundersPodcast on @paulg I've become a true believer. Be Prolific. Be Relentlessly Resourceful (paulgraham.com/relres.html). and I'm adding Be Resilient. New pinned tweet.
@paulg quote is going on my wall.
"Being prolific is underrated. The more different things you try, the greater the chance of discovering something new. Understand, though, that trying lots of things will mean trying lots of things that don't work. You can't have a lot of good ideas without also having a lot of bad ones. [21]"
This is the Diplomat happening in real time?
BREAKING: Secretary of State Marco Rubio now expected to resign and launch a presidential bid, as he "needs to distance himself from the Iran war and pin that one on Trump," per The Independent.
He will "run for the hills in the aftermath of the midterms humiliation," one Rubio ally said.
"Rubio will be gone after the midterms. There will be about four or five of them running for the hills," the Rubio ally adds.
A Republican source close to Rubio said "The country has completely turned against Trump. People cannot even say where Iran is on a map and do not get this war. The cost of gas has really pissed people off."
Another great All-In. The $GOOGL discussion was interesting. @chamath raised the issue about the shifting investor base if it looks more like a conglomerate but I was surprised no one raised the idea of beginning to spinoff various assets. Wonder if you see an activist in there at some point?
POD UP! 🚨
-- Anthropic S-1 Shocker: Greatest Business Ever?
-- AI's Biggest Financial Risk
-- Google’s $500B Wipeout
-- Midterm Predictions
(0:00) Bestie Intros
(3:22) Anthropic S-1 Breakdown: Greatest Business Ever?
(32:47) AI's Biggest Problem and Anthropic's Doomer Showdown
(1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong?
(1:14:17) Final Midterm Predictions and Scenarios
Tim Rotolo retweeted
Over the past month, the 10y has become much more correlated to the Nasdaq than oil.
This is a more risky regime...If the Fed decides that it must slow AI to calm inflation, then there is no easy "supply side" end to the tightening cycle.
The irony of this being launched the day Weil Gotshsal falls isn’t lost on me. Oh, the times they are a changing’….
Lula to $ewz investors today...
Love this!!! Open your accounts now!
The first 10 people who send me their QR code below get another $250 into their kid’s Invest America / 530A @TrumpAccounts. Don’t have your kids signed up? All 70 M kids under 18 have an open account - take 5 mins & claim it now. 🇺🇸🚀🤍
apps.apple.com/us/app/trump-…
VCs subsidizing ETF fees now. Guess they will make it up on volume.
1000x this right here. Stay in front of people but don’t get in their way. Provide value with no expectations and opportunity will come (you still have to be ready and have to grab it). It won’t be given to you.
Tim Rotolo retweeted
“I never think about exits. We need to focus on the product. Do we have a product that everyone wants to use? If you solve that, everything else follows.”
— Kevin Ryan
Listen to my interview with Kevin Ryan: tim.blog/2026/09/24/kevin-ry…
Maybe the positive correlation is the real aberration? Would love to see this overlaid with bonds as well. Post gfc regime shift seems to be unwinding. Back to a golden age of hedge funds and active!?
The rolling 60-day correlation between the S&P 500 and Brent crude #oil is now at its most negative in history
