Deep Bagchee @DeepBagchee
Product builder, media leader. Joined August 2009-
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Thread for some of the non-Sora news from today. JPMorgan is continuing to work towards becoming the first completely AI integrated bank. I wrote previously about their LLM Suite, they have been working on it since early 2023. Some new information in this report is that Claude…
You can't make this up: The US Dollar is depreciating so quickly that Apollo says it will spark more inflation. According to the Fed's model itself, every -10% drop in the US Dollar results in a 30 basis point boost to inflation. This year alone, the US Dollar Index is down…
You can't make this up: The US Dollar is depreciating so quickly that Apollo says it will spark more inflation. According to the Fed's model itself, every -10% drop in the US Dollar results in a 30 basis point boost to inflation. This year alone, the US Dollar Index is down… https://t.co/aa2qhxgbkw
I've met with dozens of "slop-as-a-service" startups that are making millions of dollars using AI to create an endless stream of blogs for their customers to help them with SEO and GEO (AI SEO). They're all growing insanely fast. The enshittification of the internet continues.
There is a woman in San Francisco who charges $30k to name your baby. She started at $100, but she was going to dinner with VCs and a friend told her to charge more and nobody blinked. The Bay Area might be the best place in the world for this kind of business.
Former Tour de France winner Kasia Niewiadoma about Rwanda 🇷🇼: “Coming here I was a little sceptical maybe even scared of either catching stomach bug or something more serious. Perhaps I closed myself off „trying to stay safe”. And get to the race day as quick as possible.”…
Shocking stat of the day: The top 10% largest US stocks now reflect a record 78% of market cap for the US stock market. This exceeds the previous record set in the 1930s by 3 percentage points. This is also above the peak of the 2000 Dot-Com Bubble, when the percentage was…
Via JPM's Michael Cembalest, AI-related stocks have driven: - 75% of S&P 500 returns since ChatGPT’s launch in November 2022 - 80% of earnings growth over the same period - 90% of capital spending growth - Data centers are now eclipsing office construction spending. - In the PJM…
~2012 must have been like a crazy time. Neural networks were considered nonsense by most people. Hinton, LeCun and Bengio were the amongst the very few people who kept it all alive for decades. Alex Krizhevsky, a mad coding genius and a socially aloof kid, shows up to Hinton's…
Barry Diller ran, built, and often revolutionized ABC, Paramount, and Fox all by the time he was 49, making more legendary movies and shows than I can list… And then he really started making money. He bought QVC, and then went on a tear, investing as an “internet opportunist”…
This Jaguar Land Rover (JLR) hack story is wild: ▫️JLR is UK’s largest automaker ▫️Factory operations suspended since end of August (it shut down entire IT network after a hack) ▫️It’s losing ~ £5m a day (over £100m so far) and many companies in the supply chain are at risk of…
It's delightful how easy it is to deploy working prompt injection attacks via LinkedIn
It's delightful how easy it is to deploy working prompt injection attacks via LinkedIn
so let me get this right: Oracle says Openai committed $300B for cloud compute → oracle stock jumps 36% (best day since 1992) Oracle runs on Nvidia GPUs → has to buy billions in chips from Nvidia Nvidia just announced they're investing $100B into openai Openai uses that…
Nvidia after gaining $100B+ market cap on news its investing $100B into OpenAI so the startup can buy $100B of Nvidia GPUs
IF U.S. incomes spiked 60%, we'd return to pre-pandemic housing affordability levels IF U.S. home prices fell 38%, we'd return to pre-pandemic affordability IF mortgage rates fell 4.15 percentage points (from 6.5% to 2.23%), we'd return to pre-pandemic affordability
In 2008, Charlie Munger invested $230m in BYD for ~10% of the company. Berkshire Hathaway completely sold down its position over the past year and made ~$9B, a gain of 39x.
Current situation: 1. Stocks are rising like the US economy is soaring 2. Oil prices are falling like we are entering a recession 3. Gold is rising like the Fed is cutting rates into inflation 4. Bitcoin is falling like Fed rate cuts are postponed 5. Home prices are rising…
Shocking stat of the day: The Bank of Japan currently holds $250 billion worth of Japanese ETFs at book value, meaning what it originally paid. At market value, or what they are worth today, these ETFs are worth over $508 billion. As a result, the Bank of Japan owns ~7% of…
Tariffs made history in August: The US brought in a record $30 billion of tariff revenue in August 2025. Meanwhile, the US deficit rose to a colossal $345 billion for the month. In other words, the US deficit was 11 times higher than *record* tariff revenue. We have a major…
Tariffs made history in August: The US brought in a record $30 billion of tariff revenue in August 2025. Meanwhile, the US deficit rose to a colossal $345 billion for the month. In other words, the US deficit was 11 times higher than *record* tariff revenue. We have a major…
This is how the rollout of the H-1B $100,000 fee has gone thus far: - During the Friday White House Press Conference, the Secretary of Commerce, who has no authority over immigration, was invited to communicate the rollout of the new policy, where he said that it would be an…
🚨 Here's what Trump's executive order on the $100,000 H-1B ACTUALLY says: — It only applies to those entering the US — Effective Sep 21, 2025 and valid for 12 months — Decision on renewal of the EO will happen 30 days after the H-1B lottery — Says it's a one time payment. No…

Andrew Wilkinson @awilkinson
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Antonio García Mart�... @antoniogm
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DeltaDivergence🇺�... @Ralmi65832
36 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
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MyraCatharine @XFCx225GY2INW
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DefenseStocksX🇺�... @Eerhexu3697901
40 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
HedgeFundTracks🇺�... @Dalserc503
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EnergyTransition🇺�... @Fwerierar243
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IPOTrackerX🇺🇸 @Rhiral243732
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Tariq shabir Tariq sh... @tariqshabir999
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Xk @xesk_pmi
178 Followers 2K Following Si puedes soñarlo_puedes consegurilo Si lo consigues_lo disfrut@s Y cuando disfrtut@s_entonces_te llenas_d_Vida
طالبة اللغة @hakkoura
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Tokyo Gov @Tokyo_gov
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Ryan Jones @rjonesy
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Sebastian Siemiatkows... @klarnaseb
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Dan Shipper 📧 @danshipper
73K Followers 2K Following co-founder / ceo @every | host of the AI & I podcast | “Thoreau with WiFi” - ChatGPT
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14K Followers 546 Following FT economics editor. All views are my own.