Tom Lombardozzi

Dan Hicks, longtime lead golf play-by-play announcer for NBC Sports, has died following an acute illness. He was 64.   Across three decades, Hicks provided the soundtrack to some of golf’s most memorable moments. The Arizona native joined NBC in 1992 and assumed the network’s lead play-by-play role in 2000, his broadcast style defined by a steady delivery, unmistakable enthusiasm, and ability to capture the significance of a moment.   Hicks anchored weekend coverage of The Players Championship for nearly three decades and was behind the microphone for the evolution of the FedExCup, in addition to several major championships, bringing his composed approach to golf’s biggest stages.    For nearly two decades, Hicks worked alongside renowned analyst Johnny Miller in one of golf television’s defining broadcast partnerships. Hicks provided a measured presence, guiding viewers through the tension and unpredictability of a final round.   After graduating from the University of Arizona, Hicks began his broadcasting career in local radio and television before joining CNN in 1989. He moved to NBC Sports three years later, with assignments including Olympic swimming, alpine skiing and Notre Dame football. Golf, one of his favorite recreational pastimes, became an enduring beat. His voice will always be synonymous with the game.   Hicks is survived by his wife, sports broadcaster Hannah Storm, and their three daughters.    Rest in Peace, Dan Hicks.

GOOD LORD WHAT A HIT 😳

Wait until Anthropic launches “Claude Cybersecurity” … won’t be good for the cybersecurity stocks which trade at 100x earnings.

Anthropic_s1_nov_2026_v3_final2.xlsx

We raised $1M from YC & Afore to leave Goldman Sachs & build an agent that trades for you. The top 1% gets a “money guy.” Today we’re introducing Volaren so you can have one too. Volaren is designed to plug into your brokerage accounts and explain why your portfolio moved, suggest what to do next, and trade it for you. • Web, app, or text message • Copy trade top investors/politicians • Deep financial analysis • Agents that reason like humans to trade your best ideas Try it now: volaren.com Investing involves risk, and past performance does not guarantee future results. For informational purposes only, not a recommendation or investment advice. Other fees may apply, please review Volaren’s website and disclosures in full.

I joined Coatue with the belief that AI agents could have a bigger impact on investing than coding. You can think of a fund as an information processing function that outputs a simple tuple... investment_fund(information) → (selection, size, timing)

The gap between investors who’ve embraced ai (especially in research + admin) and those who haven’t is staggering One of the best I know said 90%+ of firms work is now Ai / automated Another sole practitioner has a whole firm run by grok bots Era of agentic investing is here

Apple should not buy Instinct. Amazon just announced that it will allow customers to communicate with its own agent, Alexa for Shopping, via SMS. Apple already owns that interface. Agents are commodities. Perplexity’s Computer, OpenClaw, Instinct, Muse. ByteDance will offer one, as will Google and Microsoft. An agent can be built by a motivated team in a matter of weeks; no small development feat, but not an insurmountable hurdle by any means. Distribution and privileged access to data / platform functionality is what differentiates agents. Apple has that, and buying Instinct provides it with no obvious strategic advantage that it couldn't build itself. Siri already has agentic functionality and can connect to iOS apps with the native App Intents API. Everything one could argue about the logic of Apple buying Instinct applied 12 months ago with respect to Perplexity. Commodity agentic functionality is not inherently valuable; it’s unlocked with platform reach. M&A is not a prudent growth strategy in this space.

Jensen Huang’s email to Nvidia employees

Spotting a bubble is easy. Knowing what and when to do about it is much much harder Something you don't really see in Big Short is that lots of people were short subprime for 3+ years and bleeding money. Few held on to the trade long enough to make money