@kevg1412 Avatar @kevg1412 Kevin Gee

Kevin Gee posts on X about kevin warsh, fed chair, investment, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 26.21% stocks 11.65% technology brands 9.71% vc firms #86 celebrities 5.83% financial services 3.88% countries 3.88% travel destinations 2.91% social networks 0.97% pga golfers 0.97%

Social topic influence kevin warsh 12.62%, fed chair 12.62%, investment 6.8%, in the 6.8%, if you 5.83%, ai 5.83%, jeff bezos #82, company 3.88%, $googl 3.88%, finance 2.91%

Top accounts mentioned or mentioned by @wolfejosh @csouzazep @honam @partnersroad @dealflowguy @ainvestor @anfapartners @chamath @dowdedward @christopheryabs @onefoothurdle @modestproposal1 @annaeconomist @andrewparker @timduy @bryangreenbaum @antilesseth @b11111111112111 @tonitrades_ @newmooncap

Top assets mentioned Alphabet Inc Class A (GOOGL) Berkshire Hathaway Inc. (BRK.A) Charles Schwab Corporation (SCHW) Goldman Sachs (GS) Arista Networks Inc (ANET)

Top Social Posts

Top posts by engagements in the last [--] hours

"New Mauboussin paper https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_bayesandbaserates_ltr.pdf"
X Link 2026-02-10T19:28Z 26.3K followers, 47.2K engagements

"Yesterday Byron Wien passed away. Byron was a legend who worked with some of the greatest investors of all time including George Soros and Steve Schwarzman. He was [--]. [--] years ago he shared these [--] lessons from the first [--] years of his life: 1) Concentrate on finding a big idea that will make an impact on the people you want to influence. The Ten Surprises which I started doing in [----] has been a defining product. People all over the world are aware of it and identify me with it.What they seem to like about it is that I put myself at risk by going on record with these events which I"
X Link 2023-10-26T19:16Z 26.3K followers, 22.6K engagements

"Michael Moritz on the importance of storytelling"
X Link 2025-04-24T14:37Z 26.3K followers, 266.9K engagements

"Kris Fredrickson is the Founder of Verified Capital. Prior to founding Verified Capital Kris was a Managing Partner at Coatue and before that a Principal at Benchmark Capital. Before joining Benchmark Kris founded two companies: Curology and Munchery. He started his career at Goldman Sachs. Matt Jacobson is a Partner at ICONIQ. Prior to joining ICONIQ Matt was an investor at Battery Ventures and Technology Crossover Ventures (TCV). In between TCV and Battery Matt served as the CEO of Groupons New York operations. He started his career in Lehman Brothers investment banking division. Mark"
X Link 2025-07-22T21:36Z 26.3K followers, [----] engagements

"Few founders have founded multiple billion dollar companies. Even fewer investors have founded multiple billion dollar AUM firms. Tully Friedman is the Founder of both Hellman & Friedman (AUM: $115bn) and Friedman Fleischer & Lowe (AUM: $5bn). Prior to founding FFL and H&F before that Tully was a Managing Director at Salomon Brothers where he founded the West Coast Corporate Finance Department. Before joining Salomon he was a lawyer with Sidley Austin. He started his career working for a senatorial campaign. Amir Fischer is the Founder of Noar Ventures a venture capital firm backing early"
X Link 2025-12-25T22:18Z 26.3K followers, 58.4K engagements

"@partners_road As well as Matrix Partners and later Matrix Capital"
X Link 2025-12-25T23:21Z 26.2K followers, [----] engagements

"Surprising number of DMs about which firms: 1) Sutter Hill Ventures 2) Greenlight Capital 3) Thrive Capital 4) General Catalyst 5) Legg Mason 6) Berkshire Hathaway 7) Sierra Pacific 8) Sator Grove A few of my favorite cap-ital allocators. https://t.co/G2ZvCZAlMt A few of my favorite cap-ital allocators. https://t.co/G2ZvCZAlMt"
X Link 2025-12-30T18:56Z 26.2K followers, [----] engagements

"OpenView (early Datadog investor) Investment Framework/Checklist"
X Link 2026-01-16T19:11Z 26.3K followers, 13.9K engagements

"Chris Hohn on the secret to his outperformance (9% above market for 20+ years)"
X Link 2026-01-19T18:10Z 26.3K followers, 109.7K engagements

"Chris Hohn on why he's always liked the infrastructure sector"
X Link 2026-01-19T20:12Z 26.2K followers, 20.6K engagements

"@wolfejosh Not sure you could win against Lauren even if you tried though 🤣"
X Link 2026-01-24T17:06Z 26.3K followers, 10.9K engagements

"90% of the investors I've met recently have told me they identified memory as a bottleneck/area of growth 1-2 years ago but don't have any equivalent ideas now 😭"
X Link 2026-01-26T21:47Z 26.3K followers, 16.6K engagements

"Demis Hassbis and Dario Amodei on their AGI timelines in [----] vs 2025"
X Link 2026-01-28T20:12Z 26.2K followers, [----] engagements

"Dario Amodei on his new essay "The Adolescence of Technology" (about confronting and overcoming the risks of powerful AI)"
X Link 2026-01-29T00:04Z 26.2K followers, [----] engagements

"New Fed Chair Nominee Kevin Warsh on what he would do if he were Federal Reserve Chairman"
X Link 2026-01-30T13:32Z 26.3K followers, 136.1K engagements

"Last week US President Donald Trump announced Kevin Warsh as his nominee to serve as Chairman of the Board of Governors of the Federal Reserve System. To try and better understand what we may expect from him I went an revisited a recent conversation he had with Peter Robinson on how he would fix the Federal Reserve. Letter #316: Kevin Warsh and Peter Robinson (2025) In this conversation Kevin shares with Peter why he believes the Fed has lost its way and offers some solutions on how to fix it. The pair take listeners through a [---] review of the Fed starting from the Federal Reserve's"
X Link 2026-02-03T16:08Z 26.2K followers, [----] engagements

"George Soros on what qualifies an open society as an ideal"
X Link 2026-02-05T01:06Z 26.3K followers, [----] engagements

"OpenAI going with the Facebook playbook"
X Link 2026-02-12T13:04Z 26.3K followers, [----] engagements

"Dave Whorton on the belief that by taking care of your employees they will take care of your customers suppliers partners communities and their families "This is a really important thing. This was inspired by the experience at Hewlett-Packard and the idea that if you take care of your employees theyll take care of your customers your suppliers your owners their communities and very importantly their families. Thats what its about." https://twitter.com/i/web/status/2022357349567230304 https://twitter.com/i/web/status/2022357349567230304"
X Link 2026-02-13T17:09Z 26.3K followers, [----] engagements

"Early in my career Stan Druckenmiller told me that the best way to understand an industry is to look at every company in it. Ive found that this (mostly) works for people too. To understand people read everything theyve published and listen to every talk theyve given. Its very much a bottoms-up approach to forming a top-down view. This method can work for anyoneIve learnt about investing styles asset classes industries and more using this method. Manyof my friends expressed interest in doing the same but the unfortunate reality is that most people dont have the time or willingness to seek out"
X Link 2023-04-13T21:59Z 26.3K followers, 1.5M engagements

"There are very few CEOs who have created over $150bn in market value. Even fewer are women. Jayshree Ullal is one of them. She is the President and CEO of Arista Networks. Prior to being named CEO at Arista Jayshree spent over a decade at Cisco which she joined via the companys first ever acquisition a startup named Crescendo and rose to become the Senior Vice President of the Data Center Switching and Security Technology Group. She joined Crescendo from Ungermann-Bass where she was director of the companys internetworking business unit. Before Ungermann-Bass she was a chip designer for AMD."
X Link 2025-11-21T01:18Z 26.3K followers, [----] engagements

"David Shaw of DE Shaw on why anyone who trades the markets would publish something that works (they probably won't)"
X Link 2026-01-07T19:15Z 26.3K followers, 147.4K engagements

"George Soros on why he is not a professional security analyst but rather an insecurity analyst"
X Link 2026-01-09T17:09Z 26.3K followers, 31.4K engagements

"Orlando Bravo on Thoma Bravo's secret sauce"
X Link 2026-01-21T14:06Z 26.3K followers, [----] engagements

"Orlando Bravo on how Thoma Bravo engages with portfolio companies"
X Link 2026-01-21T21:01Z 26.3K followers, [----] engagements

"Orlando Bravo on how Thoma Bravo operated through Covid"
X Link 2026-01-21T23:03Z 26.3K followers, [----] engagements

"Something fascinating about Cathie Wood being in the room watching (and walking out of) the Bill Miller-Steve Eisman debate during the Financial Crisis (depicted in the Big Short)"
X Link 2026-02-10T22:08Z 26.3K followers, [----] engagements

"Dave Whorton is an investor everyone should know. He joined Kleiner Perkins just one week after Amazon went public and worked closely with Jeff Bezos and John Doerr. He is also the one who brought Google to the firm and negotiated their investment. Dave also founded two startups that each exited for $400mn+ started TPG's venture/growth equity practice and interned at Netscape for Jim Barksdale and Marc Andreessen. Letter #317: Dave Whorton (2018) Today Dave runs the Tugboat Institute where he espouses the virtues of evergreen companies. In a [----] speech Dave shares how he went from founder to"
X Link 2026-02-12T16:09Z 26.3K followers, 16.8K engagements

"Everyone is working on how to remember better who is working on what to forget"
X Link 2026-02-12T17:13Z 26.3K followers, [----] engagements

"Dave Whorton on working with Jeff Bezos and his vision from Day 1"
X Link 2026-02-12T18:12Z 26.3K followers, [----] engagements

"Dave Whorton on the importance of luck investing $4mn for 25% of a company that went public and was acquired for $3.6bn and a shift in the Silicon Valley mindset from building to raising"
X Link 2026-02-12T20:15Z 26.3K followers, [----] engagements

"Dave Whorton illustrating the potential difference in venture-backed outcomes vs evergreen compounding"
X Link 2026-02-13T00:08Z 26.3K followers, [----] engagements

"RT @dealflow_guy: Seems elementary. Actually revolutionary"
X Link 2026-02-13T01:59Z 26.3K followers, [--] engagements

"Dave Whorton on being passionately driven by a compelling vision and mission--wealth creation is a natural byproduct of achieving one's purpose not the purpose itself "Being driven by a compelling vision or mission. If you are building your business to generate wealth for yourself and that is the sole objective of the business by our definition youre not evergreen. You have to have a deeper purpose than that a much deeper north star because fundamentally thats whats going to align your employees yourself and your customers around something much more meaningful than just making money. We want"
X Link 2026-02-13T13:05Z 26.3K followers, [----] engagements

"Dave Whorton on having the ambition and the resilience to overcome obstacles and keep pursuing the mission indefinitely into the future "If youre going to be around for a hundred years and thats the kind of frame we like to talk abouta hundred yearsyoure going to go through a lot: a lot of recessions a lot of difficult periods things happening externally and internally to your company. You better be prepared to get through that. On perseverance two simple little things: keep your debt low. Most evergreens have very low debt and thats just a way of protecting themselves during the downturns.""
X Link 2026-02-13T15:07Z 26.3K followers, [----] engagements

"Dave Whorton on having a longer-term view greater confidentiality around strategies and more operating flexibility than public or exit-oriented businesses "And a commitment to staying private. Understanding that gives you a tremendous competitive advantage. You can have planning horizons you would never see in venture capital private equity or the public markets. You can do things strategically without revealing those strategies to any outside owners. You dont have to walk up Sand Hill Road and tell everybody what your five-year strategy is. You dont have to talk to quarterly analysts who are"
X Link 2026-02-13T19:11Z 26.3K followers, [----] engagements

""Put dents in the motherfucking lawn." I want to write down an observation about fun and success. A lot of my friends are hyper-successful. And I hang out with these people not only because they are smart but because they are a lot of fun. Conversations can be at a meta level where anything can be said to each https://t.co/JN57LamVSx I want to write down an observation about fun and success. A lot of my friends are hyper-successful. And I hang out with these people not only because they are smart but because they are a lot of fun. Conversations can be at a meta level where anything can be"
X Link 2026-02-13T20:05Z 26.3K followers, [----] engagements

"Dave Whorton on not mistaking profit as the purpose of the business; but recognizing it is essential to survival and independence and the most accurate measure of customer value delivered "I like to think of just the economics of it which is it is the measure of customer value delivered. Nothing to be shy about. In Silicon Valley weve kind of forgotten about the importance of profits. The idea is that if a customer will pay you more than it costs you to deliver that product youre doing a damn good job. If that margin is big youre doing a really good job. So be proud of that then use those"
X Link 2026-02-13T21:01Z 26.3K followers, [----] engagements

"Dave Whorton on having the discipline to focus on long-term strategy short-term and long-term performance and grow steadily and consistently from year to year "Don't grow too fast and outstrip your culture and your resources. Andy Taylor said this to me yesterday: "If you grow too fast Andy it's really a problem. It starts outstripping your financial resources and then you'll be dependent on other capital sources because that's not the issue you deal with. It's the finance it's the people it's the culture." He says "Don't ever let your culture get away from you" and that's what growth will do"
X Link 2026-02-13T23:03Z 26.3K followers, [---] engagements

"Dave Whorton on embracing a continuous-improvement process built around taking capital-efficient calculated risks to innovate creatively within constraints "The idea is if youre going to be around for a hundred years youre going to do things in a hundred years that are very different from what youre doing today. So you need to wire into the DNA of your culture from the lowest levels to the highest levels an idea of continuous improvement. For some people its Kaizen just doing it better. For other people its Can we try all new things: new products new geographies new ways of doing business But"
X Link 2026-02-14T01:05Z 26.3K followers, [----] engagements

"Not my best post in terms of public engagement but the people who have reached out directly about how much this resonated is 🤯 Dave Whorton is an investor everyone should know. He joined Kleiner Perkins just one week after Amazon went public and worked closely with Jeff Bezos and John Doerr. He is also the one who brought Google to the firm and negotiated their investment. Dave also founded two https://t.co/PpGi73ziJ5 Dave Whorton is an investor everyone should know. He joined Kleiner Perkins just one week after Amazon went public and worked closely with Jeff Bezos and John Doerr. He is also"
X Link 2026-02-13T20:28Z 26.3K followers, [----] engagements

"Any time I meet a VC especially an emerging manager I think about this passage by Tony Hsieh reflecting on Venture Frogs (his fund with Sequoia's Alfred Lin)"
X Link 2026-02-13T21:22Z 26.3K followers, 37.6K engagements

"Paul Buchheit: Humans aren't rational -- they rationalize. https://twitter.com/i/web/status/2022795845587153217 https://twitter.com/i/web/status/2022795845587153217"
X Link 2026-02-14T22:11Z 26.3K followers, [----] engagements

""Your ability to tell a story has almost nothing to do with your ability to pick stocks." - Paul Marshall"
X Link 2026-02-16T16:26Z 26.3K followers, [---] engagements

"New Compilation: Outstanding Investor Digest (1500+ pages) Ive never had a mentor. There was no singular person who took me under their wingno long lunches no late-night phone calls filled with war stories no hindsight gifted directly into my life. And for a long time I thought I was at a disadvantage because of that. So I went searching. I found mentors in pages instead of peopledead or alive known or unknown investors and non-investors alike. I began collecting fragments of wisdom wherever I could find them. And again and again I found myself returning to one source: Outstanding Investor"
X Link 2025-04-22T18:38Z 26.2K followers, 166.5K engagements

"New Mauboussin paper. https://www.morganstanley.com/im/publication/insights/articles/article_drawdownsandrecoveries_ltr.pdf https://www.morganstanley.com/im/publication/insights/articles/article_drawdownsandrecoveries_ltr.pdf"
X Link 2025-05-22T20:18Z 26.2K followers, 79.2K engagements

"Michael Mauboussin on Common Behavioral Biases in Investing and AI-Aided Countermeasures h/t @AInvestor_"
X Link 2025-08-15T20:01Z 26.2K followers, 43.7K engagements

"Successful investing strategy goes against human nature"
X Link 2025-08-20T14:21Z 26.2K followers, 70.9K engagements

"Josh now so recognizable the US Open doesn't need to tell the viewers who he is like Adam and Bob"
X Link 2025-09-03T00:46Z 26.2K followers, 145.4K engagements

"Wen Hsieh is the Founder and Managing Partner of Matter Venture Partners (MVP). Prior to founding MVP Wen was one of three Managing Partners at Kleiner Perkins and KPCB China. Before joining Kleiner Perkins Wen an Associate Principal at Mckinsey and led their Asia semiconductor practice. He started his career as an entrepreneur founding OnChip Technologies. Max Bsser is the Founder of MB&F. Before founding MB&F Max was the CEO of Harry Winston Rare Timepieces which he grew revenue from $8mn to $80mn in under [--] years. Max started his career at Jeager-LeCoultre. When Max graduated from"
X Link 2025-09-04T21:18Z 26.2K followers, [----] engagements

"15 years ago David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and strategy that worked for the coming decade. [--] year ago David returned to Squawk Box and shared his views on China stimulus AI and more including if he stil had the intestinal fortitude to make big bets. Last week David returned to Squawk Box and gave updates on his views around China stimulus and AI including how his trades from the last year have played out and how hes positioning himself for the years ahead discussing the Big Beautiful Bill the US taking a stake in Intel"
X Link 2025-09-25T21:12Z 26.2K followers, 247.7K engagements

"Steve Mandel is an investor that nearly every professional investor respects but few retail investors know about. Seth Klarman called him the best industry analyst he'd ever met and Julian Robertson called him the greatest analyst of all time whereas my neighbor John asked "Who's that" Over his 30+ year investing career he has generally shied away from the media. But recently he sat down for an in-depth conversation with Rick Buhrman and Paul Buser of Sator Grove/Notre Dame to share how he architected one of the greatest investment firms of all time starting from the beginning. It's a"
X Link 2025-10-23T21:11Z 26.2K followers, 59.2K engagements

"Jeff Bezos: People who are right a lot change their mind a lot. People who are wrong a lot are very stubborn on the details"
X Link 2025-10-25T18:40Z 26.2K followers, 24.6K engagements

"Everybody knows Roger Federer is one of just [--] billionaire athletes alongside the likes of Michael Jordan and Tiger Woods. But very few know about Tony Godsick the man behind the scenes who put together Rogers 10-year $300mn Uniqlo deal as well as facilitated his $50mn investment in On Holding for 3% of the company now worth $400mn. While Tony typically stays behind the scenes last year he gave a wide ranging interview sharing how he started working with Roger starting the Laver Cup and its parallels to the Ryder Cup finding and negotiating Rogers $300mn Uniqlo deal facilitating Rogers On"
X Link 2025-10-29T21:54Z 26.2K followers, 92.7K engagements

"Ted Weschler on how to read your way to ideas and why you can't read what everyone else is reading if you want to have differentiated ideas"
X Link 2025-11-04T16:02Z 26.2K followers, 33.8K engagements

""The art of listening is infinitely more powerful than speaking." Good day to share my 350pg compilation of Don Valentine https://drive.google.com/file/d/15HdeQuSGU4DJa6AapE2W4AWCMM-bIbIy/view https://drive.google.com/file/d/15HdeQuSGU4DJa6AapE2W4AWCMM-bIbIy/view"
X Link 2025-11-04T20:26Z 26.2K followers, 49.8K engagements

"Been thinking a lot about Michael Mauboussin's depiction of investing vs gambling again"
X Link 2025-11-04T22:18Z 26.2K followers, 95.6K engagements

"Stan Druckenmiller is widely quoted as saying that its important to focus on the 2-3 things that really matter. However most people dont know what that actually means. The ones who do dont explain. But occasionally one will share their work. In his writeup of the company Interdigital Anfa Partners Founder William Isvy does exactly this sharing his thesis on the company focusing purely on the 2-3 things that really matter. He starts with a short introduction before jumping into why the recent breakout why this is just beginning and framing the numbers valuation and risks before ending with"
X Link 2025-11-06T22:22Z 26.2K followers, 56K engagements

"Charlie Munger on what he would have done in life if he had not met Warren"
X Link 2025-11-10T21:55Z 26.2K followers, 49.8K engagements

"Bernie Marcus and Arthur Blank were [--] and [--] had three children each and had both been just fired from their jobs when they started Home Depot. Today Home Depot a $350bn company"
X Link 2026-01-08T00:42Z 26.2K followers, 40.3K engagements

"Steve Cohen on how he picks his traders and why he likes to pair them up"
X Link 2026-01-08T22:02Z 26.2K followers, 22.6K engagements

""The amount of work you need to do is inversely related to your success." - George Soros doing the absolute minimum necessary to reach a decision"
X Link 2026-01-10T00:04Z 26.2K followers, 158.6K engagements

"Bruce Karsh on the early days of Oaktree (For an interesting parallel see Don Valentine's story and the early days of Sequoia with Capital Group) https://twitter.com/i/web/status/2011123325079261409 https://twitter.com/i/web/status/2011123325079261409"
X Link 2026-01-13T17:09Z 26.2K followers, [----] engagements

"In [----] Warren Hellman raised $15mn for a single venture fund (predecessor to Matrix Partners). It was 50% of all venture dollars raised that year. [--] years later in [----] a16z raised $15 BILLION across [--] funds for a total of 18% of all venture dollars allocated in the US"
X Link 2026-01-13T21:48Z 26.2K followers, [----] engagements

"George Soros on how he got into the investment world (a newsletter) and the importance of testing your views in the financial market. (Other prominent investors who had newsletters include: Charles Schwab Ben Rosen Michael Moritz Ray Dalio George Loening Bill Gurley Shelby Davis and Byrne Hobart.) https://twitter.com/i/web/status/2011248148027728281 https://twitter.com/i/web/status/2011248148027728281"
X Link 2026-01-14T01:25Z 26.2K followers, 13.3K engagements

"Something beautifully fitting about Charles Schwab the founder of the largest brokerage firm by total client assets ($11tn) being born in Yolo County"
X Link 2026-01-14T15:07Z 26.2K followers, [----] engagements

"George Soros on how loosening his constraints led to doubling his money twice in two years growing from $100mn to $400mn in AUM"
X Link 2026-01-15T17:09Z 26.2K followers, 37.5K engagements

"Chris Hohn on why investing in the long term is a real advantage and actually a "free lunch" "They say there's no free lunch in finance but actually I do think long termism in a great company is a free lunch because if you look at any sell side model they'll go out three years or two years. Why Because that's the time horizon of the typical buy side investor--one or two years. But what if it can keep being good for [--] years Then you're completely undervaluing that company. And people don't look at it because there are--most companies 95% are mediocre or bad companies.""
X Link 2026-01-19T23:03Z 26.3K followers, 55.4K engagements

""Listen to your fear but also listen for the call of your compulsion and be relentless in applying your gifts in service of others.Go give your gifts to the world." - Duolingo CFO Matt Skaruppa's closing advice to college graduates on a life well lived"
X Link 2026-01-21T01:55Z 26.2K followers, [----] engagements

"New Mauboussin Paper https://www.morganstanley.com/im/publication/insights/articles/article_whoisontheotherside.pdf1769009933444 https://www.morganstanley.com/im/publication/insights/articles/article_whoisontheotherside.pdf1769009933444"
X Link 2026-01-21T15:39Z 26.2K followers, 156.9K engagements

"Orlando Bravo on growing up playing tennis with legends and realizing he'd never be one (Similar to Jeff Bezos realizing he would never be a great physicist) https://twitter.com/i/web/status/2014007076981481544 https://twitter.com/i/web/status/2014007076981481544"
X Link 2026-01-21T16:08Z 26.2K followers, 23.8K engagements

"Orlando Bravo on how he ended up in the buyout world"
X Link 2026-01-21T17:09Z 26.2K followers, 11.4K engagements

"Orlando Bravo on the qualities that will--and won't--be helpful in the buyout world"
X Link 2026-01-22T01:05Z 26.2K followers, [----] engagements

""Sometimes Monday starts on Saturday." - Max Levchin on building a high performance culture https://twitter.com/i/web/status/2014473903263920499 https://twitter.com/i/web/status/2014473903263920499"
X Link 2026-01-22T23:03Z 26.2K followers, [----] engagements

"Last week Google Deepmind CEO Demis Hassabis and Anthropic CEO Dario Amodei sat down at Davos for a joint fireside chat--their first public appearance together since exactly one year ago. While last week's conversation is making the rounds it's important to watch both together--especially given the speed at which AI is advancing. In their first conversation Demis and Dario shared their definitions of AI and AGI timeline predictions geopolitical risks of AI what keeps them up at night and future promises of agentic systems. In the year since a lot has happened. In the second conversation the"
X Link 2026-01-28T18:10Z 26.2K followers, [----] engagements

"Demis Hassabis and Dario Amodei on the competitive landscape in AI and funding for AI labs (worth reading for Dario's take on valuation as investor interest surges in Anthropic and he finalizes new funding at a $350bn valuation)"
X Link 2026-01-28T22:02Z 26.2K followers, [----] engagements

"In Dubai for [--] hours. Any must-dos must-sees must-eats or must-meets (If you're around or know someone fun who is please reach out) DMs open"
X Link 2026-01-29T05:53Z 26.2K followers, [----] engagements

""I've been analyzing currencies and their effect on the economy for the better part of [--] years. It's a big piece of what I do for a living.I've been looking at this for a long long time and while there is evidence that the dollar affects corporate profits I can't find the evidence that a currency has that big an impact on economic activity." - Stan Druckenmiller on the relationship between currency and economic activity https://twitter.com/i/web/status/2017041320813219914 https://twitter.com/i/web/status/2017041320813219914"
X Link 2026-01-30T01:05Z 26.2K followers, [----] engagements

""Tesla and SpaceX will actually end up merging." @wolfejosh looks like this [----] "crazy speculative theory" was not in fact crazy 🤣"
X Link 2026-01-30T02:20Z 26.2K followers, [----] engagements

"@chamath Google is already the Berkshire Hathaway of the modern century"
X Link 2026-01-30T02:27Z 26.1K followers, [--] engagements

""We ought not have tender souls." - New Fed Chair Nominee Kevin Warsh on worries about the independence of the Fed under a Trump presidency"
X Link 2026-01-30T14:09Z 26.2K followers, [----] engagements

"@csouzaZEP Say more Cristiano. I need talking points to sound smart for all my conversations for the next [--] weeks 😬"
X Link 2026-01-30T17:24Z 26.2K followers, [---] engagements

"New Fed Chair Nominee Kevin Warsh on the cost of curiosity and America's opportunity to become that shining city on the hill again "The cost of curiosity is now zero.what country is most likely to benefit most from the cost of curiosity being zero. I think it's the United States.the best companies in the world are here. The most talented engineers are here or wanting to come here. That's an amazing development. So this productivity wave should happen in the US first.if the US plays its cards right we'll end up with a stronger workforce more important companies and that prosperity we'll have"
X Link 2026-01-30T19:33Z 26.2K followers, [----] engagements

"@DowdEdward Thanks for sharing Anyone who wants to read the full interview can do so here: https://aletteraday.substack.com/p/letter-230-kevin-warsh-2024 https://aletteraday.substack.com/p/letter-230-kevin-warsh-2024"
X Link 2026-01-30T19:58Z 26.2K followers, [---] engagements

"New Fed Chair Nominee Kevin Warsh on the government's role in a productive economy and the biggest lesson he learned from former US Secretary of State George Schultz: "The government doesn't have to be perfect. Our government doesn't even have to do pretty good but if the government just doesn't do too much harm the US will massively outperform." https://twitter.com/i/web/status/2017329720686268547 https://twitter.com/i/web/status/2017329720686268547"
X Link 2026-01-30T20:11Z 26.2K followers, [----] engagements

"New Fed Chair Nominee Kevin Warsh on how long it will take to see productivity gains in AI"
X Link 2026-01-30T21:08Z 26.2K followers, 21K engagements

"New Fed Chair Nominee Kevin Warsh on the interplay between crypto and AI"
X Link 2026-01-30T23:02Z 26.2K followers, [----] engagements

"What new Fed Chair nominee Kevin Warsh believes about crypto that regulators and policy-makers in DC don't"
X Link 2026-01-31T00:08Z 26.2K followers, [----] engagements

"New Fed Chair nominee Kevin Warsh on the biggest drivers of cost reduction in the cost of capital for consumers have been so far and will be going forward"
X Link 2026-01-31T01:05Z 26.2K followers, [----] engagements

"New Fed Chair nominee Kevin Warsh's on the one piece of advice he would give to a founder"
X Link 2026-01-31T02:08Z 26.2K followers, [----] engagements

"RenTechs true alpha Thread: Steve Weinberg once told me a great story about Hans Bethe. When Weinberg was a summer researcher at Avco Bethe was consulting there for $500/day which sounded absurdly high to the young physicists. Thread: Steve Weinberg once told me a great story about Hans Bethe. When Weinberg was a summer researcher at Avco Bethe was consulting there for $500/day which sounded absurdly high to the young physicists"
X Link 2026-01-31T12:08Z 26.2K followers, [----] engagements

"Alcaraz-Djokovic AO final matchup has me thinking about the Brady-Mahomes Super Bowl"
X Link 2026-01-31T15:34Z 26.2K followers, [----] engagements

"In Abu Dhabi for the next [--] days. Any must-dos must-sees must-eats or must-meets (If you're around or know someone fun who is please reach out) DMs open"
X Link 2026-02-03T05:12Z 26.2K followers, [----] engagements

"@Christopheryabs Any favorite art pieces at the Louvre"
X Link 2026-02-03T05:18Z 26.2K followers, [--] engagements

"@one_foothurdle 😭😭😭 Was in Dubai last week. Visited the ski mall there. Is there one in Abu Dhabi too"
X Link 2026-02-03T14:44Z 26.2K followers, [--] engagements

"New Fed Chair Nominee Kevin Warsh and Peter Robinson explaining why inflation is a choice--not an accident"
X Link 2026-02-03T19:11Z 26.2K followers, [----] engagements

"New Fed Chair Nominee Kevin Warsh and Peter Robinson on rules vs discretion in monetary policy"
X Link 2026-02-03T21:01Z 26.2K followers, [----] engagements

"New Fed Chair Nominee Kevin Warsh and Peter Robinson on the [----] Financial Crisis and money's role"
X Link 2026-02-03T23:03Z 26.2K followers, [----] engagements

"New Fed Chair Nominee Kevin Warsh and Peter Robinson on the anatomy of a crisis response"
X Link 2026-02-04T01:05Z 26.2K followers, [---] engagements

""With chemical elements alchemy doesn't work. But it does work in financial markets because incantations can influence the decisions of the people who shape the course of events." - George Soros on why he named his book the "Alchemy" of Finance"
X Link 2026-02-04T15:08Z 26.2K followers, [----] engagements

"@csouzaZEP @modestproposal1 Related from @honam on survival. Altos is one of the only VCs I know who focus more on survival than growth"
X Link 2025-10-21T19:35Z 26.3K followers, 49.1K engagements

"Satish Dharmaraj is a Managing Director at Redpoint Ventures. He started his journey in the US as an immigrant with $5k in debt at a trailer park in South Carolina but is now recognized as one of Silicon Valleys leading venture capitalists. At Redpoint hes invested in companies including: Snowflake ($50bn market cap) Cockroach Labs ($5bn valuation) Duo ($2.35bn acquisition) Pure Storage ($12bn market cap) and Zendesk ($10.2bn acquisition). Prior to joining Redpoint Satish was the Founder/CEO of Zimbra. Zimbra was an open source online/offline office suite that was acquired by Yahoo for $350mn"
X Link 2023-09-11T19:44Z 26.3K followers, [----] engagements

"Stan Druckenmiller turned $900k into $12bn through 30% returns for [--] years with no down years and only [--] down quarters despite multiple crises including the Savings & Loans Crisis Black Monday Black Wednesday the Asian Financial Crisis the Dot-com Bubble burst and the Great Recession. While he is active on the media circuit today he never gave a public long-form talk while actively managing client money. But in [----] one year before he retired he gave a fireside chat reflecting on his career up until that point. Perhaps because he was still active or because he was speaking to a group of"
X Link 2025-10-08T21:18Z 26.3K followers, 561.2K engagements

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