Good afternoon from Coronado… Before I dive in, yesterday I shared Roy Rubin’s post on ‘Intentless Commerce’. It got a lot of great conversations going in my email from smart people in AI and E-commerce. Roy reached out and shared a longer interview/video...

Good afternoon. My good friend Roy Rubin was the founder of Magento (acquired by Adobe) which simply was Shopify before Shopify and still goes head to head with them globally. We spend a lot of time together on crazy bike rides talking about life and...

As a reminder, MarketSurge (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Happy Sunday. I spent a few hours with the Coatue investor deck for 2025 and it was great. The full deck is here. Every tech CEO, founder and investor should go through the slides which take a good look at the effects and potential effects of AI on...

Before I get started… My son Max is off to New York to help the very popular golf influencer team at ‘Country Club Adjacent’ team put on ‘The Matzah Ball’ at The Seawane Club. Max has been a big fan of the guys and reached out by cold email/DM graduation...

Good morning… Post Trump’s bombing of Iran’s nuclear, the sickness of the social algorithms and news media has hit ludicrous mode – as one would expect in this degenerate economy. The worst thing that could happen for US media and the anti-semites is...

Good morning If you are an investor or founder you MUST listen to Fred Wilson when he gives these rare interviews (link here and below ). Fred used to be very social/prolific on the web and lucky for me it was right when I started to make software...

When demand is insatiable, supply is created. In January, I explained why we were in ‘ludicrous mode’ for the ‘degenerate economy’. Ludicrous mode indeed. But, if you had told me the portfolio/index would be up another 17 percent (now 144 percent in 2...

As a reminder, MarketSurge (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

I’m back on the grid (thanks for the nice notes wondering if I was dead)…and wow did I pick a doozie of a day to start writing again. I woke up today to the news that the USA has bombed Iran’s nuclear facilities. As a supporter of Israel I am thrilled. It...