This Week on Trends with Friends (February 2, 2025)
Welcome Friends,
Here’s an assortment of posts shared this week on Trends with Friends. Let’s dive in…
HIGH SKILL, HIGH STAKES
Howard Lindzon is excited for high-stakes night golf at Grass Clippings. He writes,
The explosion of YouTube golf has proved that we want to see great golfers – who are incredible athletes and performers, not entertainers – in their natural habitat… OUTSIDE.
Here is last weeks one hour (professional and inexpensively edited), exciting 18 hole match between the LIV Tour ‘Iron Heads’ playing the Grass League ‘Minnesota Muskies’ produced for YouTube is like:
As for watching guys hit the ball 400 yards…it is awesome, but I can watch Rory and Bryson do that on YouTube.
I would rather see Rory and Bryson hit hole in ones with any club in their bag.
Rory did that just yesterday…outside. The camera angle that’s caught it is incredible…
This is sick.
— Kyle Porter (@KylePorterNS)
4:12 AM • Jan 31, 2025
I could watch shots like this all day.
Change the format, keep the technology at bay.
THIS WEEK IN AI
Michael Parekh reviews DeepSeek’s impact, Big Tech earnings, OpenAI x Softbank, AI agents and more in this week’s AI Summary.
STUPID SIMPLICITY
Phil Pearlman sticks to his Stupid Simplicity Doctrine. Our resident health expert writes,
I used to think I knew a lot, but over the years I began to realize I actually knew very little.
At first, this realization seemed terrible, because I’d studied a lot of stuff and lived many years and yet I didn’t know much.
But it turned out to be a blessing, because, as I realized that I didn’t know much, the world became more simple and straightforward.
What’s more, the deep things I thought I knew back in the day I now realize were mostly a bunch of horseshit.
The world is not deep or complicated. The world is simple and straightforward even though we shroud it in false complexities.
This is most true when we know who we are because we can embrace reality over the fantasies or appearances we cling to when we are pretending to know things we don’t.
See Pearlman’s full post here.
THE GODSPEED WEEKLY
Riley Rosebee recently launched a new publication Godspeed focused on the convergence of technologies across AI, Space, Energy, Robots, Mobility, Automation and Digital Infrastructure.
This week, Rosebee reviews Boom’s supersonic success, Pipedream’s viral talent search, flying cars vs. american automakers, spaceport demand and more. Here’s a sneak peek…
LEO Flight was founded in 2020 by electric propulsion and automotive design experts Pete Bitar and Carlos Salaff.
The Indiana-based company plans initial production of its LEO Solo, a single-seat eVTOL, in late-2025 and seeks investors to build full-scale prototypes of its two-passenger LEO Coupe.
Here’s the single-seat eVTOL.
And the LEO Coupe concept.
Learn more about Leo here. And subscribe to Godspeed with one-click.
GOOGLE’S NOTEBOOK AI
Fred Vogelstein shared Google’s Notebook AI Will Change My Life – Maybe Yours Too.
Vogelstein believes Google’s Notebook LM is close to enabling a large language model of himself.
He writes,
We’re not there yet. But Google’s NotebookLM is close. I used it for this piece, uploading a 75 minute interview I did with its editorial director, Steven Johnson. I’d guess it reduced the story production time by 25 percent. I asked it to write a 1000 word story and a 2000 word edited Q&A based on the interview. Neither were bad first drafts. And they helped me draft this version much faster.
It’s even more useful If you’re working on a bigger project. You can upload all your notes and research, and it will instantly become your AI assistant for that specific project. Tech companies have been promising something like this for generations. All that’s done has been to generate laugh lines for late night TV. Remember Clippy from the 1990s?
But NotebookLM is slick, and it works almost as advertised. If you’re an author or a magazine journalist, it’s like having someone who can instantly transcribe every interview, parse contemporaneous notes and research, and then create indexed interview summaries and timelines. In the past three months half a dozen journalists I know have talked about how transformative it has been for them.
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TRENDS WITH NO FRIENDS
Trends With No Friends sifts through the noise and discovers stocks above $1B market cap with high relative strength and low social following.
The publication shares 52-Week Highs and Lows sorted by followers on Stocktwits.
Why is high relative strength and low social following important?
Stocks that are outperforming tend to continue to outperform. Stocks that have a low social following are, by definition, undiscovered by the crowd. Stocks that have both Relative Strength and Low Social Following can really outperform as more investors discover them.
This week, Trends with No Friends featured…
Asbury Automotive ($ABG), Soho House ($SHCO), Waystar ($WAY), OneSpaWorld Holdings ($OSW), Middleby Corp and more.
THIS WEEK’S EPISODE
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And in case you missed it… Howard Lindzon, Michael Parekh and Phil Pearlman are joined by Danny Frenkel and Alex Dajani from Punchup.live to discuss DeepSeek and the upcoming AI ripple effects on the latest episode of Trends with Friends.
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