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明日‼️ #クリスマス# ‼️12/25(水)‼️ #佐武さん　主催の# #音楽イベント「Deep# Dish アジト 〜脱クリぼっち〜」#恵比寿# #BATICA# にて開催されます‼️ クリスマスは暇‼️ みんなで楽しい時間を過ごしたい‼️ うっきーサンタに会いたい人‼️ 是非是非気軽に来てください☺️✨ #9nine# #佐武宇綺# #DDアジト#

12/25（水）Xmas開催🌙 「DeepDish AJITO〜脱クリぼっち〜」タイムテーブル発表‼️ 恵比寿駅から徒歩3分恵比寿BATICAにて‼️うっきーサンタとメリークリスマス🎄🎁⭐️✨ #DDアジト# #9nine# #佐武宇綺# 一般先行受付中‼️申し込み先のURL👇🏻

$SIVE basically took their entire revenue pipeline. In the entire company’s history. Then grew that by 77% in the first 3 months. Thats by far the clearest indication of the inflection of the CPO supercycle. It’s probably going to look exponential from here on out.

Elon Musk: "There are really only three hard things for humanoid robots: the real-world intelligence, the hand, and scale manufacturing. And I haven't seen any even demo robots that have a great hand, But Optimus does have that. We had to design custom actuators, basically custom-designed motors, gears, power electronics, controls, sensors—everything had to be designed from physics first principles. There is no supply chain for this.”

SpaceX put 10 megawatts of solar power in space across 3000 gen1 Starlink satellites, then they put 100 megawatts in space with 7000 gen2. soon, they're doing 1000 megawatts with gen3. SpaceX is basically 10xing space solar every few years!

🇺🇸🇨🇳🇹🇼 U.S. trade with China just cratered $49B in one single quarter (Q1 2026 vs Q1 2025). - Taiwan exploded +$39B (basically the entire AI chip supply chain, TSMC eating everyone’s lunch). - Vietnam +$18B - and Mexico +$16B are scooping up the factories that left China. Tariff war is completely redrawing the map. Decoupling is already here and moving fast. China’s the big loser, America’s friends are cashing in. Source: @jackprandelli

Taxes screw over both the companies and the states they’re in. Taxes didn’t build those big companies. They show up after the success. They sure as hell didn’t create Silicon Valley. The sky-high taxes came later, once it was already killing it. California basically turned its successful companies into hosts and started parasitically draining them for more and more cash, jacking up the rates year after year. They forget the first rule of parasitism: don’t kill the host. Companies only have so much tolerance before they say screw it and bail for another state with better deals and resources. And that breaking point is a lot lower these days.

Claude Code is about to release a feature called /workflows that I think will be extremely significant. Especially for Enterprise AI. I talked about this in 2024 in a post called Companies Are Just Graphs of Algorithms. Basically the idea is that all work is just an algorithm, i.e., a series of steps to accomplish a goal. Skills and Cowork have been heading in this direction already, and we've seen what that's done to company valuations in various spaces. Well this is closer to the final form. It's turning the regular, expected work that's done in companies into pseudo-deterministic workflows that follow defined SOPs. The human role will be determining what problems to solve (taste, expeirence, etc), building new products from that, and then optimizing these workflows from above. But the work itself will be these workflows executed according to SOPs.

If this is all true and all the other reports coming out are true, this is a massive massive massive victory for President Trump. Basically nobody — I repeat, nobody (from senators to world leaders and more with very rare exception) — thought President Trump could accomplish all of this. The few who did include the Prime Minister of Greece, the Deputy Prime Minister of the Kurdistan Regional Government in Iraq, the Prime Minister of Qatar, and a handful of others. Most thought Trump would just agree to a watered down version of the JCPOA (Obama Iran deal). By all indications, this emerging agreement is far better than that and actually accomplishes what Barack Obama could not: Trump seems to have stopped Iran from getting a nuclear weapon.

Chris Hohn did a 90-minute sit-down with Nicolai Tangen and then dropped an investor letter the FT got hold of last week. You’d think the guy who printed a record $18.9B last year would be doing victory laps. Instead he’s quietly rewiring his whole portfolio. My favorite takes from both: 1.The most important thing in investing isn’t growth. It’s barriers to entry. Growth without a moat is the airline industry: 5% volume growth for 100 years and basically zero cumulative profit. 2.There are only about 200 companies on earth he considers high-quality and investable. His fund holds 15. 3.Average holding period: 8 years. Some positions 13. “You have to hold the company forever, because the stock market may be at very bad prices when you want to sell.” 4.His real test for a moat: can the company price above inflation? A 20% margin business that prices 1% above inflation grows profits 5% faster than revenue. Forever. Almost no companies can do this. 5. Industries he won’t touch: banks, autos, retail, insurance, tobacco, asset managers, fossil fuel utilities, airlines, wireless telecom, media, advertising. On banks: “sooner or later someone without a lot of intelligence comes to run them, and then it can be toxic.” 6.On AI generally: call centers go bankrupt. Indian outsourcing coders are next. But for everyone else, AI lowers costs and raises productivity. Companies with real moats become MORE valuable. 7. Here’s the punchline. The FT got hold of his investor letter. He cut his Microsoft stake from 10% of the fund to 1%. Roughly $8B sold. He’d held it since 2017 through a 400% rally. His reason: AI could disrupt Office and Azure faster than the market thinks. 8.He moved that capital into Alphabet. Doubled it from 3% to 5%. Now his largest tech position. The world’s best quality investor sold Microsoft and bought Google because he thinks Google’s moat is more durable in an AI world. Not the consensus trade. 9.The underlying thesis: “AI eats software.” If AI agents do the work humans used to pay per-seat SaaS licenses for, the whole SaaS model gets re-rated. Oracle, Adobe, Salesforce all ~40% off highs. Microsoft 25% off. Market is starting to agree. 10.When to sell? Not when something gets expensive. When conviction drops. Valuation is one variable, conviction is the other. What kills you isn’t being wrong, it’s permanent loss of capital. 11.He admits hardcore activism doesn’t work anymore. Too much of the shareholder base is passive index funds. And even when activism wins, you usually win in a bad business. “The business always wins.” 12.Counterintuitive take: there are more good companies in public markets than in private equity. The best businesses are too big for PE to buy. And when public companies sell something to PE, they’re selling the assets they want to get rid of. 13.On intuition: “thinking without thinking.” Pattern recognition from 20 years of reps. It’s how he sniffed out Wirecard while the German establishment was defending it. “Most investors trust authority too much.” 14.He basically stopped shorting. “You’re going to be eventually right but not be able to fund the losses.” The first guy to short Wirecard had to cover 19 years before it hit zero. Buffett told him he and Charlie studied shorting and concluded it was too hard. 15.He gives almost everything away. ~$500M a year. $10 prevents an unwanted pregnancy in Africa. $40 saves a child from severe malnutrition. $50 prevents permanent blindness. 16.Tangen asks: advice to young people? Hohn, who runs the world’s most profitable hedge fund: “Go on a spiritual path.” The guy who made $18.9B last year ends the interview saying only purpose and meaning matter. The headline: the world’s best quality investor just sold his biggest tech compounder because he thinks AI is breaking the moat. Quietly, with conviction, on an 8-year horizon, while everyone else is still buying the AI winners of 2023.