Remarkably similar commentary from Rubin to my analysis of conventional wisdom processors and the lack of "pricing in" the Trump Musk Payments Crisis.

Show Post

Dan Gilbert, co-founder of Rocket Mortgage, says he will contribute $1 billion to redevelop Detroit's Renaissance Center.

Show Post

Watch the official visualizer for “Stakes Is High (J Dilla Remix)” featuring Mos Def & Truth Enola, from the 30th Anniversary edition of Stakes Is High, available on vinyl, CD and digitally this Friday October 23rd. Video by Mason London. Watch: www.youtube.com/watch?v=UXoH...

Show Post

Someone wittier than me once said it’s the difference between the macro view (what’s good for the country) and the micro view (what’s good for him) and the ability to hold both these competitive views.

Show Post

T at Apollo on data centers: 🟢 Winners: Existing centers, power producers, powered land owners & equipment suppliers 🔴 Losers: AI startups, delayed developers & high-multiple AI equities relying on flawless timelines 🟡 Mixed: Chipmakers (delayed installation vs. high demand).

Show Post