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A Long-Term View with Ron Baron: SpaceX and the Power of Conviction

Using AI to Increase Your Intelligence & Enrich Humanity

We Need To Talk About Leopold

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The Playbook for Building High Talent Density Teams

SpaceX's 10GW Plan Drives $300B ARR by 2027

SpaceX 10GW in 2027 – Why It’s Real, Will Drive $500B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker

Trading Post 8/6/2026: Two Shorts, 3 Earnings Reports with 1 Add & 2 Holds

Trading Post August 5, 2026: One Buy, One Sale, One Reason

Everyone Leaves Google, Elon Forecasts $1T ARR, Reflecting on GPT-5

Max Hodak: Average Is Not Good Enough

Google AI Brain Drain, SpaceX's Huge Quarter, Airtable's Collapse, US Data Fuels China AI

Gemini is Cooked but GCP is Cooking

Personal AGI Is How You Stay Under Your Own Power — Garry Tan

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