Tag: Stock Market
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Google recently dropped Gemini Personal Intelligence. Gemini can now pull info from your Gmail, Photos, YouTube and more. It has incredible capabilities, but also surprising flaws. This morning, I put Personal Intelligence through a three-round test… Round #1: Travel Planning I started with something easy: planning my trip to Japan.…
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+ AI, Artificial Intelligence, ChatGPT, gemini, GOOG, Google, LLM, Openclaw, Silicon Valley, Stock Market, Stocks, Tech, Technology, Writing+
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SaaS stocks are the cheapest since the Financial Crisis, trading at 4x ARR. Markets think everyone will vibecode their own CRM. Here’s why they’re wrong… Markets Move Toward the Most Efficient Outcome In a free, competitive market like the United States, markets tend toward the most efficient outcome. Imagine two…
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+ AI, Business, Finance, Investing, SaaS, Silicon Valley, Startups, Stock Market, Stocks, Technology, Venture Capital+
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MiniMax, a $40 billion Chinese AI startup, just dropped its most powerful model yet. M2.7 claims to be one of the best models in the world, but it flopped in my testing… Round #1: How Bad Is the Damage from the Iran War? This morning on Bloomberg, I heard that…
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+ AI, Artificial Intelligence, Books, China, Finance, Food, Health, LLM, Open source, Stock Market, Stocks, Travel, Venture Capital, Writing+
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“You can’t do well in investing unless you think independently. The truth is you are neither right nor wrong because people agree with you. You’re right because your facts and reasoning are right. In the end, that’s what counts.” – Warren Buffett Since I was a kid, Warren Buffett has…
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+ Berkshire, Buffett, Entrepreneur, Finance, Investing, Personal finance, Reading, Stock Market, Stocks, Warren Buffett+
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My Openclaw agent is crawling the Internet, looking for the next billion dollar startup. Will it be you? 🦞 Investors spend countless hours on Crunchbase and Product Hunt looking for great companies. What if I could have AI do it for me while I sleep? This morning, I gave it…
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+ AI, Business, Entrepreneur, Entrepreneurship, Finance, Investing, Silicon Valley, Startups, Stock Market, Technology, Venture Capital+
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Google recently dropped Gemini 3.1 Pro. Google says it’s the most powerful model ever, but it flopped in my testing. This morning I ran 3.1 Pro through a three-round test. I asked it real questions I need the answer to. Let me show you where this model falls short… Round…
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+ AI, Artificial Intelligence, ChatGPT, gemini, GOOG, Google, Grok, LLM, Silicon Valley, Stock Market, Stocks, Tech, Technology+
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RackSpace trades at 0.2 times sales right now. Yes, you read that right. The markets hate SaaS today. This morning, I found three of the most beaten-down SaaS companies out there. Everyone is convinced that AI will kill SaaS. This means that you can pick up these stocks for next…
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The markets have left SaaS for dead. SaaS companies are selling for 40% less than usual. I see a major opportunity here. SaaS stocks have fallen steadily over the last year. Their average revenue multiple is down to 4.8, according to the SaaS Capital Index. That’s almost 40% below the…
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+ AI, Artificial Intelligence, Business, FIG, Figma, Marketing, NASDAQ, SaaS, Stock Market, Tech, Technology, WDAY, Workday+
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Inspired by the Besties, here are the 2025 Tremendous Awards… Biggest Business Winner: The United States. Wherever you look, American businesses are ascendant. A.I. models, GPUs, robotics, space…America ran the table in 2025. The U.S. has always had an advantage in technology. As technology becomes the only game in town,…
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+ Books, Entrepreneur, Finance, Health, Investing, Silicon Valley, Startups, Stock Market, Tech, Technology, Travel, Venture Capital, Writing+
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Chinese AI startup MiniMax is going public this week at a $7 billion valuation. But its model flopped in my testing. I ran MiniMax through three tests with real world questions. These are harder to game than benchmarks. Let me show you where MiniMax does well and where it struggles……
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+ AI, Artificial Intelligence, ChatGPT, China, Finance, Investing, Large Language Model, LLM, Startups, Stock Market, Tech, Technology, Venture Capital+
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