e8ath

the cheat code i've lived by since college: only take bets where the downside is survivable & the upside is life changing. then take as many of them as you possibly can.

i for sure thought @cobie was the headliner here

the druckenmiller candle hyperliquid:native

added $amzn to the longer-term portfolio today - aws is sold through 2027 (grew 37% last quarter) and 2028 capacity is already committed, so the contracted revenue looks solid - margins are expanding while they spend. starting to see the business get more profitable underneath all the capex - fcf is negative, but every dollar is going into AI capacity that’s already sold. gut says when capex normalizes (no clue when), fcf swings from zero to ~$90B. not a swing trade, this is a 2-4 year hold to watch it play out - 3 strong moats that are hard to replicate: cloud pricing power, retail logistics nobody can match, and a growing ad business

picked up my 17 pro max after a few days on the duo and it felt absurdly long. wild how quickly your brain adjusts. the folded front screen is still my main gripe. feels cramped and under optimized for the space it has.

the hard part of consistency is you don’t see change day to day. the cost of inconsistency is you don’t see change year over year.

first impression of the duo screen: - large screen form factor is on another lvl. - multitaskmaxxing - if you love reading, do a lot of work on your phone / travel, i think this will be the best device one could possibly get (v1 still has a lot of improvements to make) - a bit weird to test apps that are not properly configured yet, tho ik this will resolve over the next few weeks - nano texture + screen protector feels quite nice, and though mayb screen might look more “premium” without nano, i like it thus far - a bit getting used to the typing, prefer to type when it’s vertical - when the phone is shut it’s quite a small screen tbh. - weird black side bar when you open all apps and currently not configured to fit entire screen real estate - typing is enjoyable on the small screen - feel like something about the screens will not make me want to scroll for no purpose

hello iPhone duo

every dmv feels like a lobby in a game nobody wants to queue for

a lot of chatter around $ASTS this week, and seeing timeline flip v bearish. imo you have a stab at a generational long in the high 30s.

love hate relationship with PST. in finance/crypto world, most of my mornings start at 5 or 6am. the early starts aren't all bad since you get the whole afternoon back. but the mornings where i can actually walk and grab a coffee first are hard to beat.

you don't figure out what makes you happy by thinking about it. you figure it out by collecting evidence.

the real flex is being happy with what you have, and what is in front of you

might have to cop these unless someone has better recommendations apple wired headphones never fit my ear properly and no noise cancellation

great first night in amsterdam 📍roux

instinct be trifling

Waka “FLOCK”a Flame

most elite sport. change my mind

muse's moat is the partnerships & the data. muse's problem is that meta owns it. trust has been the one thing they've never been able to buy, & this is a product category where trust is the entire product. pretty bad ass to see all these new partnerships announced, endless possibilities on the horizon.

not bullish on agents taking over shopping & i think the thesis gets consumer behavior backwards. agentic shopping optimizes for speed & efficiency. but most shopping isn't a chore people want solved, it's entertainment. browsing is the point. trying things on is the point. seeing something you didn't know you wanted is the point. you can automate the purchase. you can't automate the part people actually enjoy.

proud kelley alum.