Tag
Recommends two free stock research tools: Stock Analysis and Finviz, and explains how to combine them to screen and analyze US stock individual stocks.
Discusses the eventual profitability of AI companies despite current losses, emphasizing long-term economic viability.
A blog post discusses adverse selection in venture capital, where less successful VCs become more harmful to founders, creating a vicious cycle. It includes quotes from industry figures.
Peter Thiel recounts how he became the first investor in Facebook, investing $500,000 for a 10.2% stake after a quick meeting with Mark Zuckerberg in 2004.
Shane Parrish shares a conversation with Bill Gurley covering topics like systems thinking, founder traits, AI use and future, self-driving cars, and investing.
OpenAI introduces a public equity investing plugin for Codex, enabling users to go from question to model for investment analysis.
China's investment theme has shifted from light-asset internet/software to heavy-asset hard tech, such as semiconductors, new energy, new materials, and advanced manufacturing. Excellent founders are mostly university professors, research leaders, or executives from big tech companies. Meanwhile, as a representative of the ultra-early accelerator+fund model, the logic and bottlenecks of MiraclePlus are important samples for observing China's early-stage investment ecosystem.
Billionaire investor Dan Loeb states that Nvidia at 15 times forward earnings is not expensive, commenting on the company's valuation.
The article draws parallels between the current AI boom and past internet, smartphone, and cloud computing booms, noting that despite public skepticism, AI is rapidly being adopted across industries. It highlights platforms like BingX offering pre-IPO AI investment opportunities.
Andrew Chen notes that his firm funds over 120 teams annually and is open to funding more good teams.
Iqana is a platform positioned as a future-focused solution for digital asset investing, recently launched on Product Hunt.