Sunday Reads and Listens - Get Better At What You Are Doing and The Mysterious Death Of Elon Musk

Good morning…

My friend Ted Merz snapped this picture of my partner Matt Ober and I last night while we hosted 100 of our founders and LP’s at Grass Clippings…

I am off for a bike ride with 40 founders and LP’s this morning so I will get right to it…

Jerry Seinfeld offers up 3 keys to a successful life:

I am with Jerry re ‘get better at what you are doing’.

Someone who seems to be getting crazier and meaner at what they are doing - Elon Musk - made the news for saying there is no need for misinformation laws.

Speaking of assholes, I give you Justin Trudeau who is helping Canada lose its mind and soul. He seems so despicable.

It is really no wonder that Gold has finally busted out to all-time highs the last few months and even I own some. Make sure you tune in for at least the beginning and last 15 minutes of our interview with Lewis Johnson who wonders who (and how) will buy back all the gold that China is hoarding.

My take is whoever it is Goldman Sachs will be helping and I own that too.

One last link before I head out…

The Economics of Generative AI. The Semi layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there?

Have a great Sunday.