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The most successful AI company you’ve never heard of | Qasar Younis
1:24:24
Lenny's Podcast Lenny's Podcast

The most successful AI company you’ve never heard of | Qasar Younis

Applied Intuition CEO Qasar Younis discusses how his $15 billion company powers autonomous vehicles across industries from farming to defense, arguing that AI will reduce net human suffering through abundance while urging people to understand the technology's limitations to overcome misplaced fears.

17 days ago · 9 points
Duolingo (DUOL): Generational Opportunity or fad?
1:23:34
We Study Billionaires (TIP) We Study Billionaires (TIP)

Duolingo (DUOL): Generational Opportunity or fad?

Duolingo trades at a surprisingly reasonable valuation of 20x free cash flow despite 30% growth, but investors are divided on whether its gamified learning model can overcome high user churn and limited fluency outcomes to capture a trillion-dollar education market.

18 days ago · 9 points
I AM SHORT ON BITCOIN 🚨
58:58
Bankless Bankless

I AM SHORT ON BITCOIN 🚨

A crypto trader details how he executed a high-conviction short on Bitcoin at $72,000-$74,000 by exploiting a liquidity grab above range highs, using order flow data to confirm trapped longs rather than traditional technical indicators.

18 days ago · 9 points
Silver Mines Vanishing Warns CEO: $300 Price This Cycle | Glenn Jessome
38:36
The David Lin Report The David Lin Report

Silver Mines Vanishing Warns CEO: $300 Price This Cycle | Glenn Jessome

Silver Tiger Metals CEO Glenn Jessome warns that primary silver mines are vanishing (from 52 to 38 operational), creating a severe supply deficit against booming tech and defense demand. With the US newly designating silver as a critical mineral amid Chinese supply chain weaponization, Jessome predicts structurally higher prices, potentially reaching $300 this cycle, while his company's El Tigre mine prepares to become one of the only new primary silver producers in 2027.

18 days ago · 10 points
LIVE: Marco Rubio speaks after meeting with Latin American leaders
35:02
Reuters Reuters

LIVE: Marco Rubio speaks after meeting with Latin American leaders

Secretary of State Marco Rubio and Homeland Security Secretary Kristi Noem unveiled the "Shield of the Americas" initiative, establishing a sustained security-first partnership with Latin American leaders to combat designated terrorist cartels and foster regional economic prosperity through direct diplomatic engagement.

18 days ago · 8 points
LIVE: US President Donald Trump hosts Latin American leaders
Reuters Reuters

LIVE: US President Donald Trump hosts Latin American leaders

President Trump hosted leaders from 17 Latin American nations to launch a new security alliance committed to using lethal military force against drug cartels, offering US missile strikes and establishing the 'Shield of Americas' initiative while announcing a revival of the battleship program.

18 days ago · 9 points
LIVE: Anti-war protest in London
Reuters Reuters

LIVE: Anti-war protest in London

Thousands gathered in London to protest US and Israeli military strikes on Iran, demanding the UK government withhold support for what speakers framed as an illegal war and drawing explicit parallels to the failed 2003 Iraq invasion.

18 days ago · 9 points
The AI Boom Is EXACTLY Why Bitcoin Exists
59:14
The Pomp Podcast The Pomp Podcast

The AI Boom Is EXACTLY Why Bitcoin Exists

The US economy is experiencing a historic bifurcation where AI-driven tech giants power market gains while traditional sectors face a bloodbath from high rates, creating unprecedented volatility that breaks historical economic relationships and positions Bitcoin as the essential hedge against a capital structure too slow for AI's acceleration.

18 days ago · 10 points
1% Growth. Zero Jobs | Jim Paulsen on the Recession Investors Are Missing
1:01:36
Excess Returns Excess Returns

1% Growth. Zero Jobs | Jim Paulsen on the Recession Investors Are Missing

Jim Paulsen argues that 89% of the economy is already in a 'growth recession' (1% growth, zero jobs) while a small 11% 'new era' tech sector masks the weakness, suggesting investors should look through geopolitical 'Trumpetility' to buy beaten-down international equities as Fed easing becomes more likely than sustained inflation.

18 days ago · 7 points
$250 Oil Next: Why No One Is Prepared For The Biggest Event Of Our Time | Josh Young
42:46
The David Lin Report The David Lin Report

$250 Oil Next: Why No One Is Prepared For The Biggest Event Of Our Time | Josh Young

Bison Interests CIO Josh Young warns that the ongoing closure of the Strait of Hormuz could propel oil prices to $200-$250 per barrel—a supply shock mirroring COVID's demand collapse in reverse—as markets dangerously underestimate the conflict's duration and policymakers have depleted the emergency reserves designed for exactly this scenario.

19 days ago · 9 points