Yet another massive opportunity for California…the state could supply enough lithium to meet demand from the entire U.S.

#lithium #EV #battery

www.thetravel.com/discovery-in...

The number of commercials on live NFL broadcasts is ridiculous. If you think watching baseball is like paint drying, try 10 seconds of action, 10 seconds of nothing, then 2 minutes of commercials. Wash, rinse, repeat. Skip-ahead is the only way. #NFL #football

They’ve all learned from Elon…need to kiss the ring, pay a compliment, make a donation, and he’ll be your friend $GOOGL $META

Shifting support for crypto, AI, TikTok and electric cars all seem to stem from this dynamic.

www.theinformation.com/articles/goo...

If you don’t know much about Peter Thiel, worth reading up on him. His Silicon Valley disciples are gaining a lot of influence in the incoming White House, and taking some key positions. I followed PayPal from the IPO and learned a lot about him and his team from the early days.

I never would’ve guessed that the PayPal/southern African “mafia” would be calling shots in the White House. A curious development to say the least (Thiel+Musk+Sacks).

This coming from the only analyst on Wall Street who covered PayPal before the eBay acquisition #DOGE #Musk $PYPL

What’s happening?! First Tesla ramps up hiring in Palo Alto, now Snowflake leasing 775k sq ft office in Menlo Park…

www.sfchronicle.com/realestate/a...

BREAKING: Meta’s AI assistant nears 600 million MAUs, on track to be the “most-used AI assistant in the world” by end of year. Llama 4 model in development (not a surprise). $META

After telling the FT the company was looking at an ads business model, CFO Friar now saying “no active plans”…hmm…

My view: Paid Search is important for monetization, and #openAI may not hit revenue targets without it.

E-commerce growth rates in India and Indonesia are tracking >20% Y/Y with significant room for many years of expansion ahead; online sales should surpass the largest European countries within the decade -ECDB

#ecommerce #India $AMZN $BABA

Russia is one of the only countries globally where e-commerce is declining. In fact, it’s fallen every year since the military’s invasion of Ukraine - ECDB #ecommerce #russia

ecommercedb.com/insights/ind...

Hello? Is this thing on?