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Coatue: Kalshi's political volume has scaled dramatically, and the American Power Index (KPOW) is what that scale enables: a single-number gauge of the current balance of political power and where markets expect it to move, which Kalshi bills as an "S&P 500 for politics." Products like this are paving the way for institutional adoption: a continuously updated context read on the political backdrop that could…
"My mistake and naivity was to think that people are were with me so you're flying around the world you're trying to get people on side and you think they're on side but they're not mhm mhm and you get blindsight" - Jim Balsillie [00:01:34]
"At that year 2011 we had more profit from our services business than Facebook had total revenue at that time" -…
"Brookfield's the largest infrastructure owner in the world... We drew a pipeline and we showed all the different components of the payments ecosystem on a pipeline and said it's like a pipe that moves any commodity except what it's moving is money." - Anuj Ranjan [00:06:05]
"In many ways what Network does... is transforming from providing…
"The body likes these different languages to communicate between cells going from DNA to RNA to proteins... and peptides are one of these languages." - Dr. Abud Bakri [00:04:26]
"I think it gets all the hype for the MSK stuff, but I think the neurological, neuropsychiatric let's say, and then gastric effects are way more interesting when it comes…
"The best way to protect yourself from AI is to be the most AI-enabled version of yourself you can be." - Bill Gurley [00:06:56]
"There are two types of people in the world: those that use AI to learn faster than they ever could before and those that use AI to avoid learning altogether." - Chamath Palihapitiya (quoting Mark Cuban)…
"my most controversial opinion is that I think that AI is as big a deal as the internet or mobile and only as big a deal as the internet or mobile" - Benedict Evans [00:02:52]
"imagine you're an accountant seeing the first software spreadsheets in the late '70s this is mind-blowing... but if you were a lawyer looking at that... you'd think well that's very clever…
"he said that risk was the variance of return and already Graham was saying variance of return has nothing to do with risk" - Robert Hagstrom [00:00:00]
"modern portfolio can't beat the market because it doesn't have the paramount objective of making money it has the paramount objective of giving you an emotionally comfortable ride" - **Robert…
"The whole idea of the Copernican theory of selling: when I walk in the room, the whole world is you. I literally only exist in your mind." - John Kim [00:00:50]
"Persuasion is desire minus fear. So what people want minus how scared they are." - John Kim [00:10:24]
"There's a big difference between belief and trust... most…
"Pablo Escobar's job was logistics shipping, and of course much harder form of logistics than what we have to do because it all had to be underground and illegal." - Ryan Petersen [00:00:45]
"Amazon has become the number one freight forwarder on the trans-pacific Asia to the US, and my theory is it's allegedly just a huge amount of fraud." -…
"So you're telling me these customers three or four of them that you have trade tens of billions of dollars a day and they pay next to nothing why can't I have that?" - [Unnamed Party Guest / Vlad Tenev] [00:01:34]
"I entered into math with pure intentions and to be creative but like this was a career... and the aspects of the career that I was…
"The uncertainty is something that I am very scared of like as of today... I don't exactly know what's changing in the future." - Arian [00:00:41]
"The US is at an all-time high so we live in a moment of extreme turbulence with two hot wars... I think we are inevitably heading towards some kind of cataclysmic change." - Nikhil Kamath…
"There was a time when you could say 'I'm just going to punt on tech and focus on industrials and consumer.' I think you have to be a tech person today. It's such a big and growing and compounding part of the economy." - Dan Loeb [00:00:00]
"Hold on to your seats because things are only going to accelerate from here." - **Dan Loeb (quoting Eric…
"So Antropic has done as much in Q1 as all of last year and Open AI has done 30% of what they've done last year in Q1." - Rory O'Driscoll [00:35:06]
"I can't remember except maybe for a year in the internet in the mid '90s where corporate America was so convinced of the ROI of something as it is right now of AI." - Rory O'Driscoll…
"If you have a method, an algorithm, a system where its performance scales with the amount of thinking it does, then fundamentally the speed at which you can do inference, the tokens per second, is exactly the peak intelligence that you can deliver." - Tanishk [00:06:03]
"With DMPC, what we did is to use diffusion models to learn both multi-step action proposals…
"The essence of what you asked goes back to understanding what you own. That's the definition in my mind of risk. If you don't know what you're doing, you're taking risk." - Sanjoy Bhattacharyya [00:05:11]
"One of the things—and this I find absolutely shocking in India—is in India no one ever talks about selling. Selling is less than 2% of the time…
"how do you build super intelligence inside a company part of the key thing is not to just use AI as a copilot This is the the thing where you use it as the building layer for everything" - Gary Tan [00:00:00]
"It's like a shared organizational brain It's like the closest thing to us being able to like connect our brains" - Pete Koomen…
"I think like starting a second or a third company is like fundamentally sort of an insane act after you've been successful because you're already obviously like have the money you need so like what are you doing because these things are so hard" - Joe Lonsdale [00:01:04]
"It's like so sci-fi it's a heroin right it's like it's really scary like you…
"The bar between like 80% success rate, 99% success rate, and also 99 to 100 is like as big of a gap as 0 to 80... because of that, we try to build all the critical tech in house." - Jason [00:09:51]
"While this is a really nice short-term way to get good performance on your model, you're essentially always chasing an ambulance—you're never going to be able to get…
"10 stocks right now in the US are nearly 50% of the S&P and they're all levered to the same trend... if you're looking for diversification there's no place to get it other than private markets" - Marc Rowan [00:10:41]
"Financial services firms die from one of two causes: Heart attacks or cancer. Heart attack is funding risk... cancer risk of…
"Complexity is our friend. And we lean in, in times like this. And the best deals tend to be made in non-benign conditions, if you like." - James Brocklebank [00:00:04]
"In a sense, we're almost moving to a landscape where we're working for the AI rather than the AI working for us." - James Brocklebank…
"I started startup with two people in a small room and we started what was Maui and became food over the next 15 years 20 years actually" - Fabricio Bloisi [00:04:04]
"I don't believe in being smart i have an idea i believe in working a lot with very good people being open to learn a little every day" - Fabricio Bloisi…
"The fabric underpinning what's really driven markets in some respects for the last 50 years is changing in real time. This will create enormous opportunities to invest." - Harvey Schwartz [00:06:12]
"The Straits of Hormuz is meant to be a red line that would never be crossed. It's been crossed. To actually now lower the dependency on that is going to require a…
"I think this anthropomorphizing of intelligence and understanding all that is not necessary not appropriate and is is a distraction for many many problems why say it understands i think it's science fiction" - Prof. Michael I. Jordan [00:22:57]
"super intelligent arrive soon so there's nothing left to do that's in your lifetime that is so…