LLMs show low success rates on big thematic questions with many variable inputs, limiting their utility for generalist macro research tasks.

AI adopters saw 2x faster EBITDA expansion than non-adopters from 2024 to 2025.

The US share of global foreign direct investment has risen above 20 percent, up from a 10 to 15 percent range over the prior two decades.

Messari was valued at over $300 million in its 2022 Series B.

Michael Zezas on AI infrastructure earnings growth expectations.

Webflow focused on one persona, the freelance web designer, with an addressable pool of roughly 50,000 people.

No single AI model can one-shot a new material into a real consumer product such as an iPhone or SpaceX Starship, challenging hype around foundation models for materials science.

AI coding agents still require code review; skipping human oversight is generally a bad practice.

Re aims to reach $1 billion in written premium by January 1, 2027.

Hyperliquid's pre-IPO markets priced the SpaceX IPO accurately, establishing a real-world proof of concept for the biggest IPO in history.

“The moon's gravity on Earth is the same no matter what the phase of the moon is.”

“The recovery is not coming if you're not getting AI budget. It ain't coming.”

“Consensus 2027 EPS change for AI infrastructure stocks. Insane. 42%.”

“Our partnership is not up to 25,000. It is over 25,000, or in other words, a minimum of 25,000.”

“40 to 41% of employees saying they ship AI work that they couldn't explain if asked. This is bot f***.”

“If you live in a state where there is an arbitrary power who can have you put to death, you are a slave.”