John Lee (grandpa) 1954

So he isn’t leaving

Today’s number: 1,000 🐦‍⬛

My thoughts on Mamdani

Consistency isn’t the flashiest word. But it’s what builds trust. Quarter after quarter, Shopify keeps showing up and delivering. Thanks for having me Ed Elson. Scott Galloway let's hang soon.

As an investor, you don’t want to concentrate your bets — you want diversification, so you’re protected in different economic environments. That’s why alternative assets like gold are so valuable in balancing your portfolio. Scott Galloway

A quick FYI: Today marks the longest government shutdown in American history. Carry on!

I was asked about the rent freeze and gave my perspective: Bad idea. foxbusiness.com/fox-news-polit…

He said it not me

Ed (Ed Elson) is joined by Gil Luria (Gil Luria), Head of Technology Research at D.A. Davidson, to break down how Palantir reacted to news of Michael Burry’s massive bet against the company. Then, Liz Hoffman (Liz Hoffman), business and finance editor at Semafor, joins the

Largest October for layoffs in more than 20 years. As we've said before: AI actually is taking your job.

Does anyone know who this is?

My thoughts on NYC’s “Mass Exodus”

📺Semafor biz & finance ed Liz Hoffman joins Ed Elson on Prof G Markets to discuss the biggest concerns of New York's business elite in the aftermath of Zohran Mamdani's mayoral victory. 📺youtube.com/watch?v=OgHYY9… 🟡Sign up for the NL today: semafor.com/vertical/busin…

Ed (Ed Elson) and Scott are joined by Bradley Tusk, venture capitalist, political strategist, and writer, to break down the economics of Zohran Mamdani’s policies. Watch here 👇🏽 youtu.be/54Z_kCM1sns

Scott and Ed (Ed Elson) dissect red flags at OpenAI and debate whether problems at the company could burst the AI bubble. Then, they turn to the Supreme Court’s high-stakes tariff case and discuss an arbitrage opportunity in the middle of it. Finally, they dig into the surge

"It's not dark fiber!"