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Meet the New Thiel Fellows

TBPN / YOUTUBE / Jun 14

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Published evidence reviewed

yeah, and Quen 3.6 rolled out yesterday. Uh, people are like, wow, it's, it's almost as good as Opus 4.5. Yeah, because they, they distill that. Don't ask. Anyways, I'm glad that Krasios is on it, and I'm glad that the labs can, uh, coordinate and work together on this Yes. Yes. More breaking news. Yes. And unfortunate, but we had talked about this previous...

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2 published market points linked to reviewed evidence.

Published market points
20:14longdirectional thesisMETA

Meta gets re-rated higher as it sheds 8,000 jobs and freezes 6,000 more to offset record AI spend, the clearest sign yet that smaller teams plus AI do the same work.

yeah, and Quen 3.6 rolled out yesterday. Uh, people are like, wow, it's, it's almost as good as Opus 4.5. Yeah, because they, they distill that. Don't ask. Anyways, I'm glad that Krasios is on it, and I'm glad that the labs can, uh, coordinate and work together on this Yes. Yes. More breaking news. Yes. And unfortunate, but we had talked about this previously.

-100.00%price pending
121:47longdirectional thesisEWZ

Brazilian stocks keep climbing as global money treats them as the least bad emerging market, with cheap valuations, a coming rate-cut cycle, and a clean energy edge pulling in foreign flows.

Yeah. Last question for me was, I believe, zooming out, can you get us up to speed on the Brazilian economy broadly? You know, China's been growing very quickly. America is at the risk of like some stagflation in, you know, gas prices are high, uh, there's some economic growth, it's heavy in data centers, uh, and we, we've been tracking the American market. But how are things going in Brazil broadly? Like, what is the economic outlook?

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