AJ’s Podcast

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As in US companies spent $1 trillion on research and development (R&D) in 2024, equivalent to 3.5% of GDP.
#WorthIt 

30

As in GM is developing a new lithium battery for EVs with 30% more energy density at zero incremental cost.
#Efficiency

100

As in odds of a June rate cut have fallen from 100% to 8% as Chair Powell reiterates the economy “appears balanced.”
#NoRecession

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“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– LinkedIn Co-founder Reid Hoffman
#AmericanIngenuity

“Refrigerators and patio sets aren’t going to flood the market just because tariffs fell from 145% to 30%.”
– Port of LA Director Gene Seroka (WSJ)
#WorstCaseAverted

“People are going to want AI chatbots that know them well and kind of understand them.”
– Meta CEO Mark Zuckerberg
#Creepy