Tag: Stocks
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Public SaaS companies are trading at 3.2x revenues — the lowest in 14 years. Is SaaS finished? Some SaaS companies are slowly dying. But others are growing faster than they have in years. The difference: product velocity. The Good Bucket and the Bad Bucket I put SaaS companies into 2…
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+ Agents, AI, AI Agents, Entrepreneur, Finance, Investing, NASDAQ, SaaS, Silicon Valley, Stocks, Venture Capital+
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I just missed out on $157,000. Last year, I passed on a startup that is now raising at 25x the valuation. Here’s how I blew this deal, and what I’ll be doing differently next time… Why I Passed We’ll call this startup Supercorp. In April 2025, I had an opportunity…
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+ Angel, Angel Investing, Business, Entrepreneur, Entrepreneurship, Finance, Founders, Investing, Personal finance, Startups, Stocks, VC, Venture Capital+
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The window for Europe to catch up in AI isn’t just closing — it’s slamming shut. Europe doesn’t have any of the fundamental inputs for AI: Let’s zoom in on two critical factors: money and talent. Here how Europe is falling behind on both… The Capital Drought The largest company…
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+ AI, Artificial Intelligence, Austria, EU, Europe, European Union, Finance, Investing, OpenAI, Politics, Silicon Valley, Startups, Stocks, Tech, Technology, Venture Capital+
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NVIDIA sells $200 billion worth of chips every year. But Jensen isn’t stopping there. NVIDIA recently dropped its most powerful AI model ever. This morning I tested Nemotron 3 Super, NVIDIA’s most sophisticated model. Nemotron is designed to let us build and run powerful agents cheaply. Nemotron does well if…
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+ Agents, AI, AI Agents, Artificial Intelligence, Books, dailyprompt, Developers, Health, Jensen Huang, NVDA, NVDIIA, Science, Stocks+
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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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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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Tremendous 