OpenAI’s ‘Code Red’ on 3rd ChatGPT Anniversary: OpenAI ironically had an internal ‘Code Red’ moment three years after Google’s similar ‘Code Red’ at the end of 2022. It of course occurred three years after the launch of OpenAI’s ChatGPT. The general...

Happy Friday afternoon. Before I get started… I got an unusually high amount of responses to my post yesterday about the TAM explosion in the degenerate economy. It is always nice to hear from readers and I rarely share the shoutouts but this one from...

Finance Excerpts from Warren Buffett’s guest lecture, “What Every Lawyer Should Know About Business” at Stanford Law School. (kingswell.io) Stephen Witt’s “The Thinking Machine: Jensen Huang, Nvidia, and the World’s Most...

The biz Spotify’s ($SPOT) top 50 podcasts of 2025 including ‘Good Hang With Amy Poehler.’ (variety.com) The best podcasts of 2025 including ‘The History Podcast.’ (newyorker.com) Spotify’s ($SPOT) top sports podcasts...

Add AI Device Design now to the long list of expensive AI Scaling inputs for world class LLM AI based consumer AI products and services in this AI Tech Wave. This year already saw OpenAI bring on ex-Apple uber-designer Jony Ive in a $6.5 billion...

**Note: TAM = Total Addressable Market What a difference a few years make in the ‘degenerate economy’! In 2022, the mob wanted Vlad in jail for sprinkling ‘confetti’ on the screen after you executed a trade but in 2025 the mob is cheering Vlad and...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 he market closed higher Thursday, but only barely. The S&P 500 came within 100 points of an all-time high, finally seeming to get November out of its system. Here’s how the major indexes ended the day: *The...

CLOSING BELLGreat Year For Layoffs The market closed higher Thursday, but only barely. The S&P 500 came within 100 points of an all-time high, finally seeming to get November out of its system. Prices were not rebounding for all the right reasons....

OVERVIEW Crypto’s New Class System: Bitcoin Aristocracy, Ethereum Gentry, Altcoin Peasantry 👑 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts:...

Continuation funds, Amazon drivers, a narrow bank, Trump accounts, crypto gambling and PDT puzzles.