Tweets are my own. It's easy to buy, a sell discipline is priceless.
Joined June 2009
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Scale still matters in markets, and Canada's place in that picture is worth noting. Global equity market value reached $157.8T in 2025, with the U.S. at $68.9T and Canada at $4.6T. @VisualCap via @TheDailyShot
AI building AI is accelerating faster than I expected, and the pace matters. The share of Anthropic's AI-model R&D work led by AI rose from 1% in March 2026 to 26% in August 2026. @WSJ via @TheDailyShot
The number that jumps out at me is how far revenue has separated from headcount at big tech. Meta revenue sits near 175 (2022=100) with headcount flat, and Microsoft near 168 vs. about 102 for staff. @financialtimes via @TheDailyShot — seeing this in other sectors yet?
Growth in fast food right now is about unit economics, not just store count. Jersey Mike's grew its store count 8% in 2025, the fastest shown, while Subway shrank and Panera led on sales per store at ~$2.6M. Snacks via @TheDailyShot
Trade still runs through a handful of gateways — and Vancouver is one of them. Los Angeles handled 10.2M containers in 2025, Long Beach 9.9M, and Vancouver 3.8M, ranking 7th in North America. @VisualCap via @TheDailyShot
The AI buildout is now showing up in the price of a regular PC — that hits home for me. Mainstream PC build costs rose from ~$440 in Q1 2025 to ~$700 by Q3 2026, as memory and storage rose from ~1/6 to ~2/5 of the total. Nikkei Asia via @TheDailyShot — seeing this yet?
One chart that puts household wealth in perspective for Canadian families. U.S. household net worth leads the world at $175T of a $570T global total, with Canada at $13T. @Market_Mind_ via @TheDailyShot
An AI startup sitting on a cash pile this size changes how you read the whole sector. Anthropic holds $131.7B in cash and short-term investments — more than Amazon, Microsoft or Apple individually. @randgroup via @TheDailyShot
The deflation inside the AI boom stands out to me — capability rises while unit costs fall fast. A token price index peaked near 2.06 in late May and fell to about 0.92 by October, down over 50%. MRB Partners via @TheDailyShot — seeing this in your work yet?
Brand loyalty looks thin in AI, and this puts a number on it. The share of businesses switching their top AI model provider has climbed from about 1.3% in late 2024 to roughly 7.7%, the highest on the chart. Leading Indicators via @TheDailyShot
The AI buildout isn't just chips — it's everything around them. Servers account for $31.4M per megawatt in a 2026 data center, networking is next at $4.8M/MW, with a long tail of power and cooling gear behind that. BofA Global Research via @TheDailyShot
The pace is what gets me — a doubling curve, not gradual progress. The length of tasks AI agents can complete with 50% success has doubled roughly every 7 months since 2019, and recent models run ahead of that trend. a16z via @TheDailyShot — is this changing how you work?
A 64-point gap between the highest and lowest states is hard to ignore when we talk about the cost of borrowing. Average FICO scores range from 741 in Minnesota to 677 in Mississippi, with the US average at 713. @VisualCap via @TheDailyShot
What stands out to me is how fast an energy map can redraw itself. Texas utility-scale solar output is now about 158% of California's, after sitting near zero in 2015. @JosephPolitano via @TheDailyShot
The number that stops me is the range itself — raising a child isn't one budget, it's fifty different ones. The cost to age 18 runs from $202K in New Hampshire to $413K in Hawaii, with California at $312K. @VisualCap via @TheDailyShot — how does where you live compare?
We talk about AI like it's everywhere already — this puts us still in the early innings. AI adoption is in the low-to-mid teens in this sample, while cell phones and the internet climbed to near 100%. Fidelity via @MikeZaccardi via @TheDailyShot
What strikes me is even older chips are getting pricier — demand isn't easing at the low end. GPU rental prices are up across every model tracked since January, with H200s at about 2.65x their Jan. 1 level. a16z via @TheDailyShot
The shift that jumps out at me: gold is now a trade story, not just a haven story. Gold became the top US export at $133B over the past 12 months, ahead of crude oil at $129B. Data Is Beautiful via @TheDailyShot — what's driving this most?
A useful consumer signal heading into the holidays: Amazon is staffing up like never before. Amazon plans a record 300,000 seasonal hires for 2026, up from 250,000 in each of the past three years. Sherwood via @TheDailyShot
The scale is what strikes me — this is decades of steady saving adding up. Total US retirement assets reached $51.2 trillion in Q2 2026, with IRAs the largest component at $19.9 trillion. @LizAnnSonders via @TheDailyShot
