I don't know if you noticed this axe, but people are talking about the QDP the second quarter print which was amazing for GDP. You were talking about it a bunch Jamath on the socials. He keeps referencing the first half.So he's trying to blend those two together I think because of the the tariff differences or you know maybe to to smooth it out as he said. What's your take on this. The GDP boomed in you know 3% which is pretty great.the the problem. No, the problem that Jerome Powell has is that he's trying ...

Just for the audience, Dave is the CEO of Eli Liy, which is the world's most valuable pharmaceutical company and the leader in the GLP-1 drug market. GLP-1 drugs have become increasingly popular. Eli Liy coming to save us here has had its market capitalization increase by about 860% since he became CEO.And the stock price is up a little bit more than a,000%. No need for needles. Eli Liy says it has a pill.Eli Lily's experimental pill appears to work as well as the injected drug. It's everyone's job to move ...

Company Valuation & Market Position - ARM's IPO in September valued the company above $54 billion [1] - The IPO was the largest public offering in over 2 years [1] - The company's valuation has tripled [1] - ARM's circuits are present in nearly every smartphone [1] - ARM is considered the winner in the CPU side [2] Industry Trends & Opportunities - Software is advancing faster than hardware [2] - Increased investment in new hardware benefits ARM [2]

Why don't we let AI models get barcertified and get medically certified. So if the AI models, it turns out, are actually proving to be more accurate, more thoughtful, more responsive, more reasonable, whatever it is, whatever metric we're using, and they pass the same criteria as one would need to pass to qualify for the bar or to qualify for a a doctor uh certificate, why don't we do that for the AI. If that then happens, then the the same privilege occurs to the AI as it does to the individual human that ...

Let's think on a societal basis of what we want. Do we want a society in which journalists, writers, artists, musicians, filmmakers, actors cannot make a living or do we want a world in which they can. As a technologist, we typically think if we can crawl it, it's ours.What I can tell you as an artist is if I make it, it's mine and you need my permission cuz it's my art. This is such an important point, especially to me as a content creator and somebody who spent his career in this. I've been thinking about ...

Economic Data Accuracy - The US economy's unpredictability is concerning given its size and sophistication [1] - BLS (Bureau of Labor Statistics) data revisions show a downgrade in actual job growth [1] - The US economy created approximately 818,000 fewer jobs in the 12 months leading up to March 2024 [1] - Inaccurate employment data leads to inaccurate GDP assessments [2] - Bad data is a fixable problem that requires prioritization and effort [3] Market Implications - Sophisticated capital markets can react to real-time data and make informed decisions [3] - The combination of inaccurate employment and GDP data could be problematic for the economy [2] Data Collection & Reporting - There is a need to prioritize fixing the data collection and reporting systems [3] - Existing systems and SAS tools should be leveraged to improve the accuracy of employment data [3]

I'll give you a science corner example. There's this EVO2 model that they published at the Ark Institute, which Patrick Collison, you know, is the main funer and chairman. So that EVO2 model, they just ingested all the DNA data they could find in the world. Trillions and trillions of base pair of data that they ingested and then they looked at patterns in DNA and that's it.They had no context for what the DNA represented. They had no context for the concept of genes. None of the structured understanding of ...

This was the first speech that President Trump has given on AI since the AI boom began. And he declared that the United States was in an AI race. It's a global competition.The language that he used was reminiscent of how President John F. Kennedy declared that America was in a space race. And in a similar way, President Trump declared that we had to win the AI race.I think you can argue that the AI race is more important than the space race. It's going to reshape the global economy. It's going to determine ...

The US economy did grow at a much stronger than expected pace in the second quarter, powered by a turnaround in the trade balance and renewed consumer strength. >> What you're probably going to see in Q2 is a really hot GDP print. If I'm a betting man, which I am, I think the GDP print's going to come in above three.Not quite four, but above three. I said a couple weeks ago that I thought the GDP print was going to come in hot. I think everybody now is sort of where I am.I think it's going to be in the low ...

With one of the best track records in private equity, >> Bravo manages 179 billion in assets. >> Toma Bravo has grown at a blistering pace. Last year, the firm returned over 13 billion to investors.>> Tommo Bravo has been ranked as the best performing private equity firm of the world. >> Orlando Bravo, the co-founder of Tomo Bravo. >> Private equity firms, the good ones, definitely beat the public markets.In 2019, Orlando became the first Puerto Rico born billionaire. >> We are in the business of turning gr ...