Regulation can kill innovation.

See our new blog on how regulatory hurdles and anti-nuclear sentiment caused cost overruns of ~$345 billion in the development of US nuclear plants - rendering nuclear energy less cost-competitive than natural gas today.

arkinv.st/4aHVkqu

This “Tesla” podcast is interesting in its positioning. Claims “Tesla” hurt itself by going to China. Two HUGE items left out. First, if BYD is a challenge for Tesla it’s a MASSIVE challenge for Ford/GM. This is never discussed. 2nd, Elon always said he wanted Tesla to kick…

Great podcast. Getting communications right is crucial. Learn from the best.

YouTube:rb.gy/ncql1g
Spotify: rb.gy/fd6p51
Apple: rb.gy/t1mbez

BG2 Ep6. Pod drop. Deep Dive on AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More… 💥👊 Brad Gerstner Bill Gurley

Run don't walk. A super dense hour with Reed Hastings. So, so valuable. Thanks Tim Ferriss!

Amazing time for women’s basketball. So great. Iowa LSU set records. Now look at these final four ticket prices! 👀

Serious question for the smart people on X. How do you think about the dramatic price-drop with older models on AI LLMs (they all have this). 1/60th the price is unprecedented. Does this imply a super-steep demand curve? Supply glut? How would a microeconomist evaluate it?

Very, very smart. As discussed on Bg2 Pod, getting labor component right critical for global semiconductor competitiveness.

BREAKING: The Biden Administration will provide a $1.5 billion loan to restart a nuclear power plant in Michigan, which would be the first time a nuclear plant has been re-opened in the United States.

Here are the podcast pointers for Episode 5.

Brad and I were fortunate enough to be joined here by the one & only Bob Mylod of Booking.com fame. We go deep on 'stock-based-compensation' (SBC). We discuss the history, & the current state of affairs. After that we hit on a few current items. So much happening...

Congrats $RDDT. IPO “windows” are a myth. Public market are always open. Its just that equity risk premiums move up and down and so IPO pricing must change to reflect that reality. The company selling shares just needs to decide if they are will to accept that price. 👊

This is wild.

I would say this applies broadly to anyone trying to proactively enter a career. Be unique and stand out by being specific and passionate. Good stuff Barry Katz!