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股票投资三要素,3G原则 Good People Good Business Good Price
Before answering one cross-database business question, how much platform rebuilding should a team finish first? This real lineage view tracks 17 nodes and 15 dependencies from two database paths to one ranked result.
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BREAKING: Billionaire Whitey Basson says Elon Musk’s Starlink must launch in South Africa. 🇿🇦 He said that keeping @Starlink out of South Africa is discouraging businesspeople from investing in rural areas where there is no working communications infrastructure.
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Yes, the rumors are true: The more powerful Notebook experience is now 100% rolled out to ALL Pro users. You might be asking... How exactly do I use it? Here are a few queries to try (ofc dependent on your sources). Hot Tip: bookmark this post! Free users too 😉 For Learning: "Create 5 quizzes of ascending difficulty focusing on a different topic from my sources" "Turn my raw lecture notes into a formatted PDF study guide complete with a 5-question practice quiz." "Add all of the URLs from this class syllabus as sources" For Business: "Calculate revenue growth across each product line and plot the trends" "Read our marketing brief, search the web for competitors, and recommend how we should tune our messaging" For Personal: "I uploaded a bunch of receipts from our kitchen renovation, make a spreadsheet to track all the work and costs" "Help me analyze this property purchase. Look up recent market performance in the neighborhood, predict trends, and make a spreadsheet to model all the data you find"
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Launch your side hustle with @GeminiApp using these five tips ↓ No massive budget or months of planning needed. Here’s how: 🧵 1️⃣ Turn your ideas into a business plan Notebooks in Gemini let you create a centralized command center with all of your chats, files, references, and brainstorm notes, giving your ideas organization and continuity, making them easier to manage in one place.
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"You're fake news. Don't ever talk again." President Trump fires back at a reporter who asks whether he's reconsidering Jeanine Pirro's role following the reflecting pool case. "You're fake news. Don't ever talk again... One of the worst in the business. Fortunately, nobody watches you."
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What’s New for the 1inch Business Portal is now live. One place covering new chain support, API and SDK releases and major platform changes. It’s public and login free, built for teams that rely on 1inch infrastructure and need a reliable record of what's changed.
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Dearica Hamby is handling her business 😮‍💨 She's turned up in the 3Q and is up to 21 PTS, 10 REB, 3 AST & 2 BLKS! LAS-PDX | NBC | Peacock Tap to watch:
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We are going to see a lot of vertically focused AI native companies accelerate. Routers, open-source models and specialized post-training enabled by companies like @FireworksAI_HQ have all made dramatic advances and the combination of the three is driving accelerating growth. Companies like @wearelegora can now use their data to post-train an open-source model and then combine it with frontier models behind a router to get the same or better outcomes at lower costs than the frontier alone. This dramatically improves the business model for all these companies. @cognition seeing similar trends.
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Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here. I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter. 2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest. 3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC. 4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer. 5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4# above. 6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature. Fin. Good luck to all the players!
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